Holistiplan
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.holistiplan.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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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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Holistiplan Tech Stack
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Holistiplan News & Media
Holistiplan Appoints Stephen Langlois to Board of Directors | Newswire
Holistiplan, the leading financial planning software platform used by tens of thousands of advisors nationwide, today announced the appointment of ...Prizm Insurance Announces Partnership with Holistiplan to Enable One-Click Insurance Reviews for Financial Advisors
CHICAGO, Jan. 27, 2026 /PRNewswire/ -- Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables advisors to perform insurance reviews and identify...XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion
AUSTIN, Sept. 26, 2025 (GLOBE NEWSWIRE) -- XYPN, the leading support platform for fee-only financial planners, today announced major enhancements to its member benefits during its XYPN LIVE conference in Austin. With more than 2,100 members, XYPN is offering a slate of new initiatives to meet the evolving needs of its fast-growing, fee-only financial planners as their firms build complexity and scale.XYPN Announces New Member Benefits from Holistiplan, Orion
Members receive free access to the premium version of Holistiplan and the entry-level Orion.
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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
