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Holistiplan

Holistiplan

Financial ServicesFlag of USCollege Station, Texas, United States51-100 Employees

Company overview

HeadquartersCollege Station, Texas, United States
Website
NAICS52
Founded2019
Employees51-100
Socials

Key Contacts at Holistiplan

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Lacy Mile

Director Of Sales

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Kimberly Venable

Director - Enterprise Sales

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Gregory Berger

Director Of Revenue Operations

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Roger Pine

Co-Founder

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James C.

Director Of Product Marketing

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Meaghan Dowd

Director

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Christina Foster

Director Of Customer Success

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Scott Pittman

Chief Technology Officer

Holistiplan Email Formats

Holistiplan uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@holistiplan.com), used 93.8% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@holistiplan.com
93.8%
{first name}
john@holistiplan.com
4.6%
{first initial}.{last name}
j.doe@holistiplan.com
1.5%

About Holistiplan

Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.

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Holistiplan revenue & valuation

Annual revenue$4,500,000
Revenue per employee$54,000
Estimated valuation?$14,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Holistiplan has 67 employees across 12 departments.

Departments

Number of employees

Funding Data

Holistiplan has never raised funding before.

Holistiplan Tech Stack

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

MediaElement.js

MediaElement.js

Video players

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

mOxie

mOxie

JavaScript libraries

Underscore.js

Underscore.js

JavaScript libraries

Slick

Slick

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

Stripe

Stripe

Payment processors

Frequently asked questions

Holistiplan is located in College Station, Texas, US.
Holistiplan was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Holistiplan has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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