Holistiplan Revenue and Competitors
Estimated Revenue & Valuation
- Holistiplan's estimated annual revenue is currently $4.9M per year.
- Holistiplan's estimated revenue per employee is $116,000
Employee Data
- Holistiplan has 42 Employees.
- Holistiplan grew their employee count by 17% last year.
Holistiplan Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $17.5M | 121 | 12% | N/A | N/A |
#2 | $90.4M | 499 | 24% | N/A | N/A |
#3 | $2M | 20 | -23% | N/A | N/A |
#4 | $226.8M | 1094 | 46% | $261M | N/A |
#5 | $406.7M | 2600 | 8% | $26.1M | N/A |
#6 | $14.8M | 102 | -61% | N/A | N/A |
#7 | $8.6M | 66 | -1% | N/A | N/A |
#8 | $13.2M | 91 | -5% | $752.5M | N/A |
#9 | $36.5M | 229 | 6% | N/A | N/A |
#10 | $56.6M | 312 | 23% | N/A | N/A |
What Is 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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Total Funding
42
Number of Employees
$4.9M
Revenue (est)
17%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in College Station
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.1M | 42 | 8% | N/A |
#2 | $8.8M | 45 | 7% | N/A |
#3 | $9.9M | 46 | 5% | N/A |
#4 | $8.1M | 48 | 0% | N/A |
#5 | $8.4M | 48 | 12% | N/A |