Insights

Expanding Wealth Management HollisWealth, part of Scotiabank, demonstrates growth in the financial services sector with a revenue estimate of 50 to 100 million dollars, indicating a significant presence in wealth management and potential for expanding digital or operational technology solutions.

Regulatory Engagement The company's accounts featuring logos from the Mutual Fund Dealers Association of Canada and Investment Industry Regulatory Organization of Canada suggest active compliance and regulatory engagement, presenting opportunities for regulatory tech solutions or compliance consulting.

Technology Adoption HollisWealth utilizes advanced tech stacks including AWS, AppDynamics, and Securiti, highlighting a forward-looking approach that could benefit from enhanced cybersecurity, cloud services, or system integration solutions.

Market Positioning With a mid-sized employee base of up to 200 staff, HollisWealth is well-positioned within the competitive Canadian wealth management sector, making it a strategic target for strategic partnerships or service offerings aimed at improving client engagement or operational efficiency.

Potential Sales Opportunities Given its focus on wealth management, regulatory compliance, and digital infrastructure, the company presents opportunities for financial technology enhancements, compliance solutions, or customer engagement platforms tailored to the high-net-worth service segment.

Similar companies to HollisWealth

HollisWealth Tech Stack

HollisWealth uses 8 technology products and services including Facebook Pixel, Open Graph, Sitecore, and more. Explore HollisWealth's tech stack below.

  • Facebook Pixel
    Analytics
  • Open Graph
    Content Management System
  • Sitecore
    Content Management System
  • React Router
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Media & News

HollisWealth's Email Address Formats

HollisWealth uses at least 2 format(s):
HollisWealth Email FormatsExamplePercentage
First.Last@holliswealth.comJohn.Doe@holliswealth.com
87%
FirstLast@holliswealth.comJohnDoe@holliswealth.com
6%
First.Middle@holliswealth.comJohn.Michael@holliswealth.com
7%
First.Last@iaprivatewealth.caJohn.Doe@iaprivatewealth.ca
100%

Frequently Asked Questions

Where is HollisWealth's headquarters located?

Minus sign iconPlus sign icon
HollisWealth's main headquarters is located at 2200 Mcgill College Avenue Suite 350 Montréal, Quebec h3a 3p8 Canada. The company has employees across 2 continents, including North AmericaEurope.

What is HollisWealth's phone number?

Minus sign iconPlus sign icon
You can contact HollisWealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HollisWealth's official website and social media links?

Minus sign iconPlus sign icon
HollisWealth's official website is iaprivatewealth.ca and has social profiles on LinkedIn.

What is HollisWealth's SIC code NAICS code?

Minus sign iconPlus sign icon
HollisWealth's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does HollisWealth have currently?

Minus sign iconPlus sign icon
As of March 2026, HollisWealth has approximately 178 employees across 2 continents, including North AmericaEurope. Key team members include Entrepreneur, Vacation Rental Owner/ Operator, Property Manager: B. A. A.Director - Salesforce Delivery: R. N.Director,Private Client Group Financial Advisor: W. M.. Explore HollisWealth's employee directory with LeadIQ.

What industry does HollisWealth belong to?

Minus sign iconPlus sign icon
HollisWealth operates in the Financial Services industry.

What technology does HollisWealth use?

Minus sign iconPlus sign icon
HollisWealth's tech stack includes Facebook PixelOpen GraphSitecoreReact RouterRequireJSjQuery MigrateBootstrapNginx.

What is HollisWealth's email format?

Minus sign iconPlus sign icon
HollisWealth's email format typically follows the pattern of First.Last@holliswealth.com. Find more HollisWealth email formats with LeadIQ.

HollisWealth

Financial ServicesQuebec, Canada51-200 Employees

We’ve moved! As of March 31, this page will no longer be active. If your HollisWealth account statements feature the Mutual Fund Dealers Association of Canada (MFDA) logo in the bottom-left corner, please visit and follow the Investia Financial Services LinkedIn page. If your statements have the Investment Industry Regulatory Organization of Canada (IIROC) logo, please visit and follow iA Private Wealth.

Section iconCompany Overview

Headquarters
2200 Mcgill College Avenue Suite 350 Montréal, Quebec h3a 3p8 Canada
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    HollisWealth's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    HollisWealth's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.