Holistico

Technology, Information and Internet • Interpace Parkway Building C, 400, United States • 1-10 Employees

Company overview

Headquarters	Interpace Parkway Building C, 400, Parsippany, NJ 07054, US
Website	holisticoinvest.com
Founded	2024
Employees	1-10
Socials

Key Contact at Holistico

Evgeniy Yashin

CEO and Co-Founder

Holistico Email Formats

Holistico uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@holisticoinvest.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@holisticoinvest.com	100%

About Holistico

Holistico is your full investment cycle AI co-pilot designed to help advisors grow AUM, deliver personalized strategies, and strengthen client trust. We blend academic research and empirical expertise with AI intelligence in one streamlined platform to make investing seamless, strategic, and stress-free. Whether you are refining proposals or preparing for high-stakes meetings, Holistico keeps you focused on what matters most: delivering results.

Holistico revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Holistico has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Explore Holistico's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-08-01	10	N/A

Funding Insights

Number of funding rounds

Frequently asked questions

Holistico is located in Interpace Parkway Building C, 400, US.

Holistico was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Holistico

Evgeniy Yashin

CEO and Co-Founder

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