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, CA, US

    Latest Updates

    Employees (est.) (Apr 2021)5(+25%)
    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, CA, 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

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    Montcalm TCR Blogs

    Catalytic Capital Enables The Town Kitchen to Expand Services in Adverse Times

    Montcalm is re-imagining the way our financial system works.  The venture capital model prioritizes companies that have the potential for 20x growth and an IPO or other exit strategy. The hunt for the next unicorn leaves many companies undercapitalized–particularly ones that are as driven to create …

    New Montcalm Offering: Donor-Advised Funds!

      You can now open your own Donor-Advised Fund (DAF) through the Montcalm Donor Fund! DAFs are the fastest-growing charitable vehicle in the country, and for good reason: DAFs are the most powerful vehicle in philanthropy today. There are half a million DAFs in the U.S., comprising $110 billion in a…

    Montcalm Advances Inspiring Woman Founders

    Montcalm believes in woman founders. Women are creating amazing and unique solutions that address global challenges and market needs. Yet, startup capital is not flowing fast enough to these founders. 2.2% of venture capital funding goes to women. We are changing this by partnering with inspiring wo…


    Social Venture Circle sat down with Dave Cooper to talk about investment philosophy, investing in companies using debt instead of equity, and why VC Money is not the only funding available Learn more from Dave about what other funding options are available for mission-driven companies. Read the comp…

    Keynote: Impact Investing Isn’t Enough, We Need a New Value System

    Holly Ruxin was the keynote speaker at the Re$earch Money Conference “Building a Global Finance Marketplace” in Toronto, Canada on June 29th, 2016. Building a global finance marketplace means building a new socio-economic model. How? Focus on sustainability of people.

    Keynote: An Elegant New Business Model

    Innovative Ways to Finance an Evolving World
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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 5 employees.

    • Who are Montcalm TCR competitors?

      Competitors of Montcalm TCR include Sustainable Insight Capital Management, 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.