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Holistiplan Revenue and Competitors

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College Station, TX USA

Location

N/A

Total Funding

Tech Services

Industry

Estimated Revenue & Valuation

  • Holistiplan's estimated annual revenue is currently $9M per year.(i)
  • Holistiplan's estimated revenue per employee is $130,500

Employee Data

  • Holistiplan has 69 Employees.(i)
  • Holistiplan grew their employee count by 64% 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
$18.3M12613%N/AN/A
#2
$94.1M51924%N/AN/A
#3
$4.1M3575%N/AN/A
#4
$310M149533%$768MN/A
#5
$406.7M27308%$26.1MN/A
#6
$15.4M106-61%N/AN/A
#7
$8.6M660%N/AN/A
#8
$13.9M96-5%$752.5MN/A
#9
$41.3M25913%N/AN/A
#10
$58.7M32423%N/AN/A
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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

69

Number of Employees

$9M

Revenue (est)

64%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.5M7125%N/A
#2
$16.2M721%N/A
#3
$11.3M788%N/A
#4
$19.8M815%N/A
#5
$12.2M81-17%N/A