Holistiplan Overview

  • Year Founded
  • 2019

Year Founded

  • Status
  • Private

  • Employees
  • 34

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 1

Holistiplan General Information

Description

Developer of tax planning software solutions intended to serve wealth advisors and individuals. The company's solution uses technological advances to read uploaded financial planning documents and generate client-ready reports that provide planning opportunities, thereby helping to make the financial planning process reliable and safe for every client.

Contact Information

Website
www.holistiplan.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • College Station, TX 77845
  • United States
Primary Industry
Financial Software
Vertical(s)
FinTech
Corporate Office
  • College Station, TX 77845
  • United States

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Holistiplan Valuation & Funding

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

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Holistiplan 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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Holistiplan Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Holistiplan FAQs

  • When was Holistiplan founded?

    Holistiplan was founded in 2019.

  • Where is Holistiplan headquartered?

    Holistiplan is headquartered in College Station, TX.

  • What is the size of Holistiplan?

    Holistiplan has 34 total employees.

  • What industry is Holistiplan in?

    Holistiplan’s primary industry is Financial Software.

  • Is Holistiplan a private or public company?

    Holistiplan is a Private company.

  • What is Holistiplan’s current revenue?

    The current revenue for Holistiplan is .

  • Who are Holistiplan’s investors?

    Lead Edge Capital has invested in Holistiplan.

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