Holistiplan provides tax planning software to wealth advisors. Advisors upload client tax documents to generate financial planning opportunities, such as Roth IRA conversions and charitable giving. Their solution is used by more than 20,000 financial planners.
Holistiplan provides tax planning software to wealth advisors. Advisors upload client tax documents to generate financial planning opportunities, such as Roth IRA conversions and charitable giving. Their solution is used by more than 20,000 financial planners.
Location: United States, Texas, College Station
Investors 1
| Date | Name | Website |
| - | Lead Edge ... | leadedge.c... |
Mentions in press and media 2
| Date | Title | Description | Source |
| 21.02.2023 | Holistiplan Partners with University CFPⓇ Programs to Provid... | Award-winning software part of offerings for capstone and tax courses TEXAS, UNITED STATES, February... | einpresswi... |
| 04.11.2022 | Holistiplan Partners with Seeds Investor to Help Advisors De... | Partnership will afford financial professionals easy access to Holistiplan’s award-winning software,... | aithority.... |