HollisWealth
HollisWealth is a wealth manager located in Toronto, Ontario. HollisWealth offers fully integrated wealth solutions with a focus on investment strategies. HollisWealth has over 700 advisors across Canada.
HollisWealth
HollisWealth is a wealth manager located in Toronto, Ontario. HollisWealth offers fully integrated wealth solutions with a focus on investment strategies. HollisWealth has over 700 advisors across Canada.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
—
Location
Region
—
Country
—
City
Toronto
Corporate office
26 Wellington East Suite 700
Frequently asked questions
What is HollisWealth?
HollisWealth is a bank / wealth / trust headquartered in Toronto.
When was HollisWealth founded?
HollisWealth was founded in 1998.
Where is HollisWealth headquartered?
HollisWealth is headquartered in Toronto.
What does Altss track for HollisWealth?
Altss maintains an OSINT-verified profile of HollisWealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is HollisWealth's website?
HollisWealth's public website is www.holliswealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is HollisWealth?
HollisWealth is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on HollisWealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for HollisWealth?
HollisWealth's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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