


Holistic Financial Partners
Financial Services • Indianapolis, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | 9959 Crosspoint Blvd, Indianapolis, Indiana 46256, US |
| Phone number | +13175503399 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Estate Planning, Divorce Planning |
| Employees | 1-10 |
| Socials |
Key Contact at Holistic Financial Partners
Jason Llewellyn
President
Holistic Financial Partners Email Formats
Holistic Financial Partners uses 1 email format. The most common is {first initial} (e.g., j@holisticfinancialpartners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@holisticfinancialpartners.com | 100% |
About Holistic Financial Partners
We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce. For over 20 years, we have worked closely with individuals and their attorneys to ensure the best settlement outcome. So, whether you’re interested in planning for the future, growing your assets, or need a partner to advocate for your financial interests during divorce, Holistic Financial Partners has the experience and dedication you need.
Holistic Financial Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Holistic Financial Partners has never raised funding before.
Holistic Financial Partners Tech Stack
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Frequently asked questions
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