holistiplan
Holistic financial planning software for advisors.
Technology stack
detected 2026-05-24
AWSWhat does holistiplan do?
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.
How much funding has holistiplan raised?
holistiplan has raised a total of $2M in funding. The most recent round on record is Seed.
Where is holistiplan headquartered?
holistiplan is headquartered in Austin, United States.
When was holistiplan founded?
holistiplan was founded in 2019.
What industry does holistiplan operate in?
holistiplan operates in Fintech, Financial Planning Software, WealthTech, B2B SaaS, Advisor Tools.