Add Company
Join Now

Holistiplan Revenue and Competitors

License our Company Data API

College Station, TX

Location

N/A

Total Funding

Tech Services

Industry

Estimated Revenue & Valuation

  • Holistiplan's estimated annual revenue is currently $4.9M per year.(i)
  • Holistiplan's estimated revenue per employee is $73,818

Employee Data

  • Holistiplan has 66 Employees.(i)
  • Holistiplan grew their employee count by 65% last year.

Holistiplan's People

NameTitleEmail/Phone
1
Co-FounderReveal Email/Phone
2
Chief Technology OfficerReveal Email/Phone
3
Chief Information Security OfficerReveal Email/Phone
4
Head PartnershipsReveal Email/Phone
5
Sales Operations ManagerReveal Email/Phone
6
Operations ManagerReveal Email/Phone
7
Customer Success ManagerReveal Email/Phone
8
Senior EngineerReveal Email/Phone
9
Client Support SpecialistReveal Email/Phone
10
Software EngineerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.5M12112%N/AN/A
#2
$90.4M49924%N/AN/A
#3
$2M3479%N/AN/A
#4
$276.4M142433%$261MN/A
#5
$406.7M26008%$26.1MN/A
#6
$14.8M102-61%N/AN/A
#7
$8.6M630%N/AN/A
#8
$13.2M91-5%$752.5MN/A
#9
$36.5M24913%N/AN/A
#10
$56.6M31223%N/AN/A
Add Company

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.

keywords:N/A

N/A

Total Funding

66

Number of Employees

$4.9M

Revenue (est)

65%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.2M6625%N/A
#2
$13.2M700%N/A
#3
$16M711%N/A
#4
$14M727%N/A
#5
$14.9M73-8%N/A