Montcalm TCR

    OverviewSuggest Edit

    Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.

    Montcalm guides clients to engage with their wealth. The firm provides expert investment advice and intelligent risk management that supports the values, needs and goals of clients in the short and long-term, while facilitating a holistic trading flow in impactful investments.

    HQSan Francisco, US

    Latest Updates

    Employees (est.) (Sept 2020)6
    Cybersecurity ratingBMore

    Key People/Management at Montcalm TCR

    Holly Ruxin

    Holly Ruxin

    David Shantz

    David Shantz

    Chief Growth Officer
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    Montcalm TCR Office Locations

    Montcalm TCR has an office in San Francisco
    San Francisco, US (HQ)
    1083 Mission St, San Francisco
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    Montcalm TCR Financials and Metrics

    Summary Metrics

    Founding Date


    Montcalm TCR Cybersecurity Score

    Cybersecurity ratingPremium dataset



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    Montcalm TCR Online and Social Media Presence

    Embed Graph

    Montcalm TCR Blogs

    Rethinking How Capitals Flow: Creating Sustainability

    As a panelist, Holly shares her thoughts at the Quantum Impact and Digital Frontier Collaboratory in NYC, hosted by Thomson Reuters and Fifth Element Group.

    Terri Mead podcast “Piloting Your Life”

    Episode 45 – Holly Ruxin explains her journey to creating a wealth management company that invests in alignment with values

    Interview with SCN Corporate Connect

    Holly talks sustainable investing with Gregg Greenberg of Small Cap Nation

    The Sustainable Finance Podcast: Introducing the Montcalm Capital Fund

    We are delighted to present Holly’s most recent podcast introducing Montcalm Capital and the launch of its first fund. “Montcalm Capital introduces an investment that provides regenerative environmental impact and building blocks for a circular economy. We are building a new socio-economic model: ho…

    Holly Ruxin and the Montcalm Capital Fund Featured in Forbes Magazine

    A recent article in Forbes features Montcalm CEO Holly Ruxin along with Montcalm Capital and its recent partnership with CLEARAS Water Recovery. Focusing on female founders and how “women want to use their financial muscle to advance women,” the article showcases Holly’s journey with Montcalm and ex…
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    Montcalm TCR Frequently Asked Questions

    • When was Montcalm TCR founded?

      Montcalm TCR was founded in 2012.

    • Who are Montcalm TCR key executives?

      Montcalm TCR's key executives are Holly Ruxin and David Shantz.

    • How many employees does Montcalm TCR have?

      Montcalm TCR has 6 employees.

    • Who are Montcalm TCR competitors?

      Competitors of Montcalm TCR include Medora Ventures, MASECO and Big Path Capital.

    • Where is Montcalm TCR headquarters?

      Montcalm TCR headquarters is located at 1083 Mission St, San Francisco, San Francisco.

    • Where are Montcalm TCR offices?

      Montcalm TCR has an office in San Francisco.

    • How many offices does Montcalm TCR have?

      Montcalm TCR has 1 office.