Holistiplan Employee Directory
Holistiplan corporate office is located in United States and has 11-50 employees.
Highly Engaged Employeesholistiplan
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Employees by Department
Departments
Number of employees
Engineering & Technical
29
Sales
17
Marketing
8
C-Suite
5
Operations
5
Finance
4
Information Technology
1
Key Employees of Holistiplan
Holistiplan Global Presence
| Location | People at location |
| North America | 51-200 |
| Europe | 1-10 |
| South America | 1-10 |
Index of contact profiles from Holistiplan
- Vice President, Support
- United States
- Sales Development Representative
- United States
- Development Representative
- United States
- Vice President, Engineering
- United States
- Support Specialist
- United States
- Enterprise Customer Success Manager
- United States
- Manager, Customer Success
- United States
- Chief Information Security Officer
- United States
- Senior Software Engineer
- United States
- Interim Managing Director, Innovation
- United States
- Senior Support Specialist
- United States
- Chief Revenue Officer
- United States
- Controller
- United States
- Cloud Engineer
- United States
- Chief of Staff
- United States
- Estate Planning Specialist
- United States
- Senior Director, Enterprise Revenue
- United States
- Chief Technology Officer
- United States
- Account Executive
- United States
- Senior Director, Marketing
- United States
- Vice President, Finance
- United States
- Co-Founder
- United States
- Enterprise Customer Success Manager
- United States
- Senior Product Manager
- United States
- Director of Insurance
- United States
Former Employees at Holistiplan
Explore people who held key positions, contributed to Holistiplan's success, and advanced their careers.
Director, Gtm Operatio... at Valimail
Worked as Director, Revenue Operations
at Holistiplan (2024-2026)
Professor of Practice ... at The American College o...
Worked as Tax Planning Strategist
at Holistiplan (2020-2023)
Associate Wealth Advis... at WJ Interests
Worked as Client Support Specialist
at Holistiplan (2021-2022)
Account Executive at Capita Financial Netwo...
Worked as Account Executive
at Holistiplan (2024-2025)
Sales Development Repr... at EPR Systems
Worked as Sales Development Representative
at Holistiplan (2025-2026)
Explore More
Frequently Asked Questions Regarding Holistiplan Employees
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
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