Company

Holistiplan

Financial Services College Station, Texas, United States 77 employees

Employees: 77
Contacts: 4
Emails: 4
Phones: 3

www.holistiplan.com LinkedIn

Holistiplan Overview

Headquarters: College Station, Texas, United States
Website: www.holistiplan.com
Industry: Financial Services
Employees: 77
Founded: 2019
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

College Station

About Holistiplan

Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.

Holistiplan Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Holistiplan Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Baughman, Cfp®	Empowering Clients at Holistiplan	Tryon, North Carolina, United States	Email Phone
Scott Pittman	Chief Technology Officer at Holistiplan	Austin, Texas, United States	Email Phone
Jeremy Dillworth		Cranberry Township, Pennsylvania, United States	Email
Eric Plaster	Senior Django Engineer @ Holistiplan	Austin, Texas Metropolitan Area, United States	Email Phone