Holistiplan
Financial Services • 
College Station, Texas, United States • 51-100 Employees
Company overview
| Headquarters | College Station, Texas, United States |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 51-100 |
| Socials |
Key Contacts at Holistiplan
Lacy Mile
Director Of Sales
Kimberly Venable
Director - Enterprise Sales
Gregory Berger
Director Of Revenue Operations
Roger Pine
Co-Founder
James C.
Director Of Product Marketing
Meaghan Dowd
Director
Christina Foster
Director Of Customer Success
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Holistiplan revenue & valuation
| Annual revenue | $4,500,000 |
| Revenue per employee | $54,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
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.
Video players
Security
Security
Form builders
JavaScript libraries
JavaScript libraries
JavaScript libraries
JavaScript libraries
JavaScript libraries
CDN
Font scripts
Payment processors
United Arab Emirates
Frequently asked questions
4.8
40,000 users
