What is HollisWealth's NAICS code?

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

Insights

Channel Realignment The move and the guidance to Investia Financial Services or iA Private Wealth based on MFDA or IIROC logos suggests an ongoing channel realignment and opportunities to serve migrating clients or support integration between partners. Explore onboarding, data migration, CRM integration, and partner enablement services.

Growth Profile With solid revenue potential and a moderate employee base, HollisWealth appears ready for scalable growth, signaling demand for scalable advisor technology, client experience platforms, and efficient onboarding, CRM, and compliance tooling.

Marketing Technology A marketing tech stack featuring Sitecore, WordPress, Tealium, and advertising tags indicates a strong foundation for digital marketing and data-driven optimization. Opportunity to offer marketing automation, personalization, analytics, and site governance.

Regulatory Readiness Handling statements tied to MFDA and IIROC logos points to stringent regulatory requirements; potential for RegTech, reporting dashboards, AML/KYC automation, and compliance training solutions.

Regional Position Based in Montreal with a likely bilingual market footprint, HollisWealth faces national competition but can benefit from regional market intelligence, bilingual customer service platforms, and localized client engagement tools and partnerships.

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

Media & News

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.