Caribou
A comprehensive healthcare planning solution for financial advisors.
27 employees · est. 2019 · San Francisco, United States
Holistiplan
Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
96 employees · est. 2019 · College Station, United Stat...
Holistiplan is the larger of the two.
Side-by-Side Comparison
| Metric | Caribou | Holistiplan |
|---|---|---|
| Founded | ||
| Founded | 2019 | 2019 |
| Headquarters | ||
| Headquarters | San Francisco, United States | College Station, United States |
| Employees | ||
| Employees | 27 | 96 larger |
| Industry | ||
| Industry | Financial Services, Health Care, Health and Wellness | Financial Services, Information Technology |
| Funding Stage | ||
| Funding Stage | Seed | Not tracked yet |
| Total Funding | ||
| Total Funding | $3.08M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Healthcare Cost Analysis, Medicare and Health Insurance Guidance, Client Enrollment Support, Healthcare Planning Tools for Advisors | Not tracked yet |
| Target Customers | ||
| Target Customers | Financial Advisors, Early Retirees, Individuals and Families | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Healthcare Planning, Financial Advisors, Healthcare Costs, Financial Planning Software, Client Relationship Management, Custom Analysis, Holistic Financial Planning, Healthcare Risk Mitigation, Proactive Planning, Investment Analysis, Healthcare Software Solution | Financial Planning Software, Tax Planning, Financial Advisory, CFP Professionals, Tax Return Analysis, Data Automation, Client Reporting, Efficiency Solutions |
| Website | ||
| Website | caribouwealth.com | holistiplan.com |
About Caribou
Caribou is reimagining healthcare planning by providing a comprehensive solution designed specifically for financial advisors. Their software, HealthPlanner, tackles the complexity and financial threat posed by healthcare costs, a critical factor in achieving clients' financial goals. The platform e...
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® pro...
We will tell you when either one moves
BounceWatch watches Caribou and Holistiplan for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Caribou and Holistiplan — by email.
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Compiled from the BounceWatch company index. We last looked at Caribou on 12 Sep 2024, and Holistiplan on 11 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.