montcalmtcr.comCrawled Oct 31, 2026
Beyond Capital Ventures doubles down on impact investing through both their portfolio companies and their investment models. They focus on India and East African companies providing essential financial services, healthcare, and last-mile distribution to severely underserved population, an
Government grants and contracts can spur growth of climate tech companies, but operating capital continues to be a challenge for many leading startups. Enduring Planet bridges the gap by providing that operating capital, de-risked through governmental support. They recognize th
Emerging markets present challenges for providing basic services like healthcare, banking, and insurance to the bottom of the pyramid consumers. Next Billion is taking on that challenge by funding companies leveraging technology to address these needs on multiple fronts: Alice in
Holly Ruxin combines financial expertise with human-centered values, having worked in fixed income derivatives at Goldman Sachs and asset management at firms including Morgan Stanley and Bank of America before founding Montcalm TCR, a San Francisco-based impact wealth management firm.
Holly founded Montcalm in 2012 to offer wealth management services based on intelligent investing, empowerment, and integrity. As CEO, she leads the firm’s strategy, focusing on client relationships, portfolio asset allocation, and investment offerings.
Since 2012, Montcalm has prioritized personal, societal, and planetary well-being in its investment philosophy, aiming to create positive outcomes for clients and interconnected systems.
Montcalm and its clients making a difference
Montcalm provides wealth management and investment services with a values-driven approach.
Montcalm TCR is an SEC-registered investment adviser based in San Francisco, California, with some representatives also licensed through Mutual Securities.
