Holistiplan
Highly Engaged Employees

Q: What is Holistiplan's official website?

Holistiplan's official website is www.holistiplan.com

Q: What is Holistiplan's Revenue?

Holistiplan's revenue is <$5 Million

Q: How many employees does Holistiplan have?

Holistiplan has 11-50 employees

Q: What industry does Holistiplan belong to?

Holistiplan is in the industry of: Financial Software , Software

Q: What is Holistiplan competition?

Holistiplan top competitors include: Money Tree Software , P&P Tax Service , Vortex Business Software , KRD Wealth Management

Q: What technology does Holistiplan use?

Some of the popular technologies that Holistiplan uses are: WordPress.org, PHP, Cloudflare Website Optimization, Eploy

Q: Who is the CTO of Holistiplan?

Holistiplan's CTO is Scott Pittman

Q: What does Holistiplan do?

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... enario 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. Read More

Q: What are Holistiplan social media links?

Holistiplan Linkedin page Holistiplan Twitter page

Q: Is Holistiplan a public company?

Holistiplan is private company therefore does not currently have an official ticker symbol

Financial Software · United States · 11-50 Employees

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Overview

Headquarters

United States

Website

www.holistiplan.com

Revenue

<$5 Million

Industry

Financial Software

Software

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

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SIC Code 73,737NAICS Code 51,513Show more

Holistiplan Org Chart

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Scott Pittman

Chief Technology Officer

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Mollie Langwell

Chief of Staff

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Kathleen Kaag

Chief Revenue Officer

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Christopher Szalaj

Vice President, Engineering

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Holistiplan Tech Stack

A closer look at the technologies used by Holistiplan

WordPress.org

Automattic

PHP

Cloudflare Website Optimization

Cloudflare

Eploy

See more technologies

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Frequently Asked Questions Regarding Holistiplan

What is Holistiplan's official website?

Holistiplan's official website is www.holistiplan.com

What is Holistiplan's Revenue?

Holistiplan's revenue is <$5 Million

What is Holistiplan's SIC code?

Holistiplan's SIC: 73,737

What is Holistiplan's NAICS code?

Holistiplan's NAICS: 51,513

How many employees does Holistiplan have?

Holistiplan has 11-50 employees

What industry does Holistiplan belong to?

Holistiplan is in the industry of: Financial Software, Software

What is Holistiplan competition?

Holistiplan top competitors include: Money Tree Software, P&P Tax Service, Vortex Business Software, KRD Wealth Management

What technology does Holistiplan use?

Some of the popular technologies that Holistiplan uses are: WordPress.org, PHP, Cloudflare Website Optimization, Eploy

Who is the CTO of Holistiplan?

Holistiplan's CTO is Scott Pittman

What does Holistiplan do?

What are Holistiplan social media links?

Holistiplan Linkedin page Holistiplan Twitter page

Is Holistiplan a public company?

Holistiplan is private company therefore does not currently have an official ticker symbol

See more information about Holistiplan

Holistiplan Latest Hires and Their Positions

Holistiplan is expanding and recently hired new employees. Here are the latest additions to the team.

Christopher Szalaj

Vice President, Engineering

Joined Jul 1, 2026

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Marianna Abreu

Development Representative

Joined Jun 17, 2026

Phone

Mateus Tizol

Sales Development Representative

Joined Jun 17, 2026

Phone

Nicole Prestileo

Senior Manager, Partnerships

Joined May 1, 2026

Phone

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