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Holistiplan logo — Financial planning just got faster. Helping financial plann...

Holistiplan

Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.

Founded 2019 United States College Station, United States 96 employees Financial Services, Information Technology

General Information

Company Name Holistiplan
Founded Year 2019
Location United States College Station, United States +1
Employees 96
Industries Financial Services, Information Technology
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About Holistiplan

Holistiplan is a tax planning software solution, founded in 2019, that aims to make financial planners more comprehensive and efficient. The startup, with the slogan "Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient," was created by two CFP® professionals with the goal of reducing the time it takes to provide tax planning for clients. Their innovation allows advisers to upload clients' tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry required. Additionally, the tax return data pre-populates a tax projection tool for more detailed tax planning. Holistiplan is actively removing barriers for advisers to provide robust tax planning services to their clients. It operates in the Financial Services and Information Technology industries. Although the specific headquarters and last investment details are not specified, this startup presents an interesting opportunity for venture capital investment in the financial technology sector.

Taxonomy: Financial Planning Software, Tax Planning, Financial Advisory, CFP Professionals, Tax Return Analysis, Data Automation, Client Reporting, Efficiency Solutions

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Holistiplan Alternatives & Competitors

Holistiplan vs
Lang, Faylor, Chomo
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FAQ About Holistiplan

Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
Holistiplan was founded in 2019.
Holistiplan is headquartered in College Station, United States.
Holistiplan operates in the following industries: Financial Services, Information Technology.
Holistiplan has approximately 96 employees.
Top alternatives and competitors to Holistiplan include Lang, Faylor, Chomo, Taxes Made EZ, Burzenski & Company, PC (now BerryDunn), K K Credible Financial Services, Dalwadi & Associates. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Holistiplan and Lang, Faylor, Chomo are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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