Skip to content
Sectors How it works Pricing Client stories

Insights

Companies Live signals Events Markets Trends Company lists
Log in
Platform Signal Tracker API Radar Book a 7-day Readout
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
Employees 96
Industries Financial Services, Information Technology
Social

BounceWatch is an independent company data service, not affiliated with Holistiplan. To contact Holistiplan, visit holistiplan.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Holistiplan compare?

A PDF of Holistiplan and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Holistiplan soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

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.

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

No funding data available for Holistiplan yet.

Holistiplan Alternatives & Competitors

View All Alternatives
Holistiplan vs
Metapraxis
Metapraxis United Kingdom

Stop navigating in the dark. Discover the power of radical transparency, and never wonder 'what if'...

Corporate Round
21 employees
Analytics, Financial Services
Holistiplan vs
CabDost
CabDost

Key to Financial Well Being~ Exclusively for Taxi Drivers Community in India

Seed
17 employees
Financial Services, Information Technology
Holistiplan vs
april
april United States

april partners with banks, fintechs and payroll platforms to help Americans file, estimate and optim...

Series A
62 employees
Financial Services, Fintech
View all alternatives

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 Financial Services and Information Technology. Its work centres on Financial Planning Software, Tax Planning, Financial Advisory and CFP Professionals.
Holistiplan has approximately 96 employees.
Top alternatives and competitors to Holistiplan include Metapraxis, CabDost, april, Jirav, Lucanet. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Holistiplan and Metapraxis 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.

Source: BounceWatch company record for Holistiplan, https://bouncewatch.com/company/holistiplan, updated 8 April 2026. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Talk to an analyst Book a 7-day Readout