What is HollisWealth's NAICS code?

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

Insights

Scale and Reach HollisWealth operates in the financial services sector with 51-200 employees and reported revenue in the 50-100 million range, indicating a mid-market footprint with potential for enterprise-grade wealth management and technology partnerships.

Technology Stack A diverse tech stack featuring cloud services (AWS, Azure), data analytics and user behavior tools (Hotjar, Heap, Tealium), marketing platforms (WordPress, Visual Website Optimizer), and tracking (LinkedIn Insight Tag) suggests opportunities for digital onboarding improvements, data integration, and marketing automation enhancements.

Regulatory Labels Statements may display MFDA or IIROC logos, signaling compliance-focused operations and potential needs for secure document management, regulatory reporting, and fintech solutions that align with Canadian financial oversight.

Growth Readiness With revenue in the mid-range and a private wealth focus, the firm may be exploring scalable technology, client acquisition enhancements, and advisor enablement tools to support broader client bases and cross-sell opportunities.

Competitive Landscape Compared to larger peers like Manulife Wealth and Interactive Brokers, HollisWealth could benefit from differentiated digital experiences, advisor productivity suites, and cost-efficient client engagement platforms to compete effectively for mid-market clients.

Similar companies to HollisWealth

Manulife Wealth & Asset Management
6K$10B+
Interactive Brokers
3.6K$10B+

HollisWealth Tech Stack

HollisWealth uses 8 technology products and services including Hotjar, Linkedin Insight Tag, Visual Website Optimizer, and more. Explore HollisWealth's tech stack below.

Hotjar
Analytics
Linkedin Insight Tag
Analytics
Visual Website Optimizer
Analytics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Heap
Mobile Analytics
Microsoft Azure
Platform As A Service
Tealium
Tag Management

HollisWealth's Email Address Formats

HollisWealth uses at least 4 email formats:

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.

How much revenue does HollisWealth generate?

As of August 2026, HollisWealth's annual revenue is estimated to be $50M - $100M.

What is HollisWealth's SIC code and NAICS code?

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

How many employees does HollisWealth have currently?

As of August 2026, HollisWealth has approximately 174 employees across 2 continents, including North America and Europe. Key team members include Entrepreneur, Vacation Rental Owner/ Operator, Property Manager: B. A. A., Director,Private Client Group Financial Advisor: W. M. and 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 Hotjar, Linkedin Insight Tag, Visual Website Optimizer, Amazon Web Services, WordPress, Heap, Microsoft Azure and Tealium.

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 jQuery Migrate, AngularJS, Facebook Pixel, Salesforce, Windows Server.

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.