Holistiplan
Financial Software · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.holistiplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
4
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1
About Holistiplan
Holistiplan offers award-winning software designed to simplify and enhance the financial planning process, focusing on tax, insurance, and estate planning. The platform is tailored for financial advisors and CPAs, providing tools that streamline tax planning, assess insurance coverage, and prepare estate plans. With features like tax reports and scenario analysis, Holistiplan helps professionals deliver greater value to their clients while saving time. The company aims to empower financial professionals at all levels to improve client relationships and differentiate themselves in a competitive market.Explore more
Holistiplan Org Chart
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Activity Insights
Holistiplan is experiencing very low activity levels compared to other companies in the Software sector.
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Holistiplan is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Holistiplan.
Holistiplan Tech Stack
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Hiring Plans
Holistiplan has more open roles in Sales than it has had at any time in the past 12 months.
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Open Position
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Open Position
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Frequently Asked Questions Regarding Holistiplan
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Holistiplan offers award-winning software designed to simplify and enhance the financial planning process, focusing on tax, insurance, and estate planning. The platform is tailored for financial advisors and CPAs, providing tools that streamline tax planning, assess insurance coverage, and prepare estate plans. With features like tax reports and sc... Read More
