Holistic Finance Revenue

Financial Services • 475 Kinoole St, Ste. 102 PMB 300, United States • 1-10 Employees

Holistic Finance revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Holistic Finance

Zack Geist

Founder

Company overview

Headquarters	475 Kinoole St, Ste. 102 PMB 300, Hilo, Hawaii 96720, US
Website	holisticfinance.com
NAICS	52
Founded	2025
Employees	1-10

About Holistic Finance

Welcome to Holistic Finance — a space where financial strategy meets soulful integrity. Where capital is not just allocated, but stewarded with intention. Where you’re not just a client, but a co-creator of a more beautiful world. We believe today’s financial system is largely unconscious. It rewards short-term gains over long-term flourishing, prioritizes quarterly returns over planetary health, and often leads even the most well-intentioned investors to unknowingly support industries that conflict with their deepest values. Holistic Finance was founded for those who are ready to live — and invest — differently.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Holistic Finance has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Holistic Finance has never raised funding before.

Frequently asked questions

Holistic Finance is located in 475 Kinoole St, Ste. 102 PMB 300, US.

Holistic Finance generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Holistic Finance has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Holistic Finance was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Holistic Finance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Holistic Finance

Zack Geist

Founder

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