What is HollisWealth's NAICS code?

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

Insights

Market Position HollisWealth operates within the competitive Canadian financial services sector with a revenue between $50 million and $100 million, indicating a substantial market presence but potential for growth in targeted service offerings.

Digital Engagement Utilizing a tech stack that includes Sitecore, React, and Bootstrap highlights their investment in modern digital platforms, which offers opportunities for digital solutions and enhancements to customer experience.

Client Transition Recent organizational changes signal a shift towards more specialized branding and account management, creating avenues for client onboarding tools, CRM solutions, and regulatory compliance services.

Growth Opportunities With a relatively moderate team size of up to 200 employees, there is potential for expanding support and operational technologies to scale efficiently as the company grows.

Industry Collaboration Membership in regulatory organizations like MFDA and IIROC offers opportunities to provide compliance software, reporting solutions, and regulatory consulting services tailored to financial firms.

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 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

Where is HollisWealth's headquarters located?

HollisWealth's main headquarters is located at 2200 Mcgill College Avenue Suite 350 Montreal, Quebec Canada. The company has employees across 2 continents, including North AmericaEurope.

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 April 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,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 Facebook PixelOpen GraphSitecoreReact RouterRequireJSjQuery MigrateBootstrapNginx.

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 178 employees.

Q: What technology does HollisWealth use?

HollisWealth's tech stack includes Dynatrace, React Router, HSTS, Microsoft ASP.NET, Windows Server.

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.