Holistic Financial Partners Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 4

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Holistic Financial Partners General Information

Description

Provider of financial planning services intended to provide guidance during major life transitions. The company offers asset valuation, division strategy, retirement account management, tax planning, and business sale optimization, providing retail and high-net-worth investors with financial clarity during divorce and executive transitions.

Contact Information

Website
www.holisticfinancialpartners.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 9959 Crosspoint Boulevard
  • Indianapolis, IN 46256
  • United States
+1 (317)
Primary Industry
Other Financial Services
Parent Company
Allworth Financial
Corporate Office
  • 9959 Crosspoint Boulevard
  • Indianapolis, IN 46256
  • United States
+1 (317)

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Holistic Financial Partners Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Holistic Financial Partners Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Holistic Financial Partners FAQs

  • When was Holistic Financial Partners founded?

    Holistic Financial Partners was founded in 2000.

  • Where is Holistic Financial Partners headquartered?

    Holistic Financial Partners is headquartered in Indianapolis, IN.

  • What is the size of Holistic Financial Partners?

    Holistic Financial Partners has 4 total employees.

  • What industry is Holistic Financial Partners in?

    Holistic Financial Partners’s primary industry is Other Financial Services.

  • Is Holistic Financial Partners a private or public company?

    Holistic Financial Partners is a Private company.

  • What is Holistic Financial Partners’s current revenue?

    The current revenue for Holistic Financial Partners is .

  • When was Holistic Financial Partners acquired?

    Holistic Financial Partners was acquired on 31-Aug-2026.

  • Who acquired Holistic Financial Partners?

    Holistic Financial Partners was acquired by Allworth Financial.

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