holistiplan
Agent41Agent Readiness: 41/100. Above median. Measured by StartupHub.ai. Median 41.Trust89Data Trust: 89/100. Top 25%. Measured by StartupHub.ai. Median 61.Holistic financial planning software for advisors.
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About
Holistiplan offers award-winning software that simplifies and scales tax planning, insurance planning, and estate planning for financial advisors and CPAs. Its platform synthesizes client financial documents to provide tax reports, scenario analysis, and risk management insights, helping professionals deliver more value and win clients faster. The company also provides tools for home, auto, and umbrella risk management, with estate planning features coming soon.
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Key facts
- Website
- holistiplan.com
- Headquarters
- Austin, United States
- Founded
- 2019
- Business model
- B2B
Tech stack
Detected on holistiplan.com, last scanned 31 Oct 2026. Run your own scan
- Analytics
- Google Analytics 4, Google Tag Manager, LinkedIn Insight Tag, Meta Pixel, Reddit Pixel
- SEO
- Yoast SEO
- Observability
- UptimeRobot
- Support
- HubSpot
- CMS / Builders
- WordPress
- CDN
- Cloudflare
- Hosting
- AWS
- Email provider
- Google Workspace
- Email marketing
- HubSpot Forms
- Cookie consent
- Cookiebot
- Booking / scheduling
- Chili Piper
- Affiliate program
- Self-hosted affiliate
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Frequently asked
Is holistiplan trustworthy and reputable?
StartupHub's Data Trust & Reputation score for holistiplan is 89 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
Does holistiplan have an affiliate program?
Yes, holistiplan has an affiliate program. The program runs on Self-hosted affiliate. Register here: www.holistiplan.com/affiliates
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for holistiplan
