What is HollisWealth's NAICS code?

HollisWealth's NAICS code is 52 (Finance and Insurance).

Insights

Mid-market footprint HollisWealth operates with 51-200 employees in the financial services sector, indicating mid-market scale with potential needs for scalable tech, CRM, and compliance solutions to support growth and client servicing.

Revenue opportunity Reported revenue of 50M-100M suggests a sizable client base that may require enhanced digital onboarding, data analytics, and secure, enterprise-grade information management to optimize profitability and client experience.

Regulatory alignment The company references MFDA and IIROC branding and channeling through iA Private Wealth or Investia Financial Services, highlighting opportunities for regulatory-compliant fintech, supervisory tooling, and reporting integrations.

Digital footprint Tech stack includes WordPress, Tealium, jQuery, and ASP.NET with tracking and content capabilities, signaling openness to modernization projects, web analytics, tag management, and CRM/marketing automation enhancements.

Growth-oriented adjacency LinkedIn and financial services ecosystem signals potential for cross-sell with wealth management platforms, portfolio analytics, and digital client engagement tools that align with mid-to-large advisory channels.

Similar companies to HollisWealth

HollisWealth Tech Stack

HollisWealth uses 8 technology products and services including Linkedin Insight Tag, Open Graph, WordPress, and more. Explore HollisWealth's tech stack below.

Linkedin Insight Tag
Analytics
Open Graph
Content Management System
WordPress
Content Management System
Microsoft Outlook
Email
Font Awesome
Font Scripts
jQuery Migrate
Javascript Libraries
Tealium
Tag Management
Microsoft ASP.NET
Web Frameworks

HollisWealth's Email Address Formats

HollisWealth uses at least 2 format(s):

HollisWealth Email Formats	Example	Percentage
First.Last@holliswealth.com	John.Doe@holliswealth.com	87%
FirstLast@holliswealth.com	JohnDoe@holliswealth.com	7%
First.Middle@holliswealth.com	John.Michael@holliswealth.com	6%
First.Last@iaprivatewealth.ca	John.Doe@iaprivatewealth.ca	100%

Frequently Asked Questions

What is HollisWealth's phone number?

You can contact HollisWealth's main corporate office by phone at

+1-416-350-****

. 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?

HollisWealth's official website is iaprivatewealth.ca and has social profiles on LinkedIn.

What is HollisWealth's SIC code NAICS code?

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?

As of July 2026, HollisWealth has approximately 174 employees across 2 continents, including North AmericaEurope. Key team members include Entrepreneur, Vacation Rental Owner/ Operator, Property Manager: B. A. A.Director,Private Client Group Financial Advisor: W. M.Executive Director, Private Client Group, Senior Investment Advisor, Portfolio Manager: P. W.. Explore HollisWealth's employee directory with LeadIQ.

What industry does HollisWealth belong to?

HollisWealth operates in the Financial Services industry.

What technology does HollisWealth use?

HollisWealth's tech stack includes Linkedin Insight TagOpen GraphWordPressMicrosoft OutlookFont AwesomejQuery MigrateTealiumMicrosoft ASP.NET.

What is HollisWealth's email format?

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

HollisWealth

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

HollisWealth's official website is iaprivatewealth.ca. HollisWealth has social profiles on LinkedIn.

Q: How many employees does HollisWealth have currently?

HollisWealth has approximately 174 employees.

Q: What technology does HollisWealth use?

HollisWealth's tech stack includes MySQL, Open Graph, Tealium, PHP, Amazon Web Services.

Financial ServicesQuebec, Canada51-200 Employees

HollisWealth operates in the financial services sector and is based in Montreal, Quebec, Canada. It is described as a mid-sized firm with a Canadian footprint. Public notices associated with HollisWealth indicate that client account statements may bear regulatory logos from the Mutual Fund Dealers Association of Canada (MFDA) or the Investment Industry Regulatory Organization of Canada (IIROC), suggesting involvement in regulated investment activities.

A move-related notice states that the page will no longer be active after March 31. It directs clients whose statements display the MFDA logo to follow Investia Financial Services on LinkedIn, while those with the IIROC logo are advised to follow iA Private Wealth. The information lists a website, https://iaprivatewealth.ca, underscoring a connection to iA Private Wealth.