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Holistiplan
Holistiplan
holistiplan.com

Locations

College Station, TX, USA

industry

Administrative Services · Finance · Information Technology · Software

Size

51-200 employees

Stage

Other

founded in

2019

Holistiplan is a tax planning software solution designed for financial planners, enabling them to provide comprehensive and efficient tax planning services. Founded by two CFP® professionals in 2019, the platform allows advisors to upload clients' tax returns and generate client-ready tax planning reports in seconds, significantly reducing the time spent on tax planning. With features like scenario analysis and insurance risk management, Holistiplan helps advisors enhance their service offerings and deepen client relationships. The company has gained traction with over 30,000 users and is recognized as a top-rated tax planning software, making it a strong player in the financial planning market.

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