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	holisticfinancialpartners.com
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

Vice President

Funding Data

Holistic Financial Partners has never raised funding before.

Holistic Financial Partners Tech Stack

Discover the technologies and tools that power Holistic Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Adobe Fonts

Font scripts

SiteGround

Hosting

Gravity Forms

Form builders

jQuery

JavaScript libraries

GoDaddy

Hosting

Nginx

Reverse proxies

Slick

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

cdnjs

CDN

Frequently asked questions

Holistic Financial Partners is located in Indianapolis, Indiana, US.

You can reach Holistic Financial Partners at +13175503399.

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

Key Contact at Holistic Financial Partners

Jason Llewellyn

President

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