About Holistiplan
Holistiplan is a company based in College Station (United States) founded in 2019.. Holistiplan operates in a competitive market with competitors including TaxSlayer, Jackson Hewitt, Ownwell, TurboTax and TaxGPT, among others.
- Headquarter College Station, United States
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Sectors
Technology
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Funding Insights of Holistiplan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Holistiplan
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Holistiplan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Holistiplan Comparisons
Competitors of Holistiplan
Holistiplan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TaxSlayer, Jackson Hewitt, Ownwell, TurboTax and TaxGPT, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Online software for tax preparing and filing
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| domain | founded_year | HQ Location |
Online individual federal and state income tax preparation and filing services.
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| domain | founded_year | HQ Location |
Property tax reduction services are provided by Ownwell.
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| domain | founded_year | HQ Location |
E-filing platform
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| domain | founded_year | HQ Location |
Tax filing is automated by AI-powered assistant for individuals.
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| domain | founded_year | HQ Location |
Tax filing software is provided with accuracy and refund guarantees.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Holistiplan
Frequently Asked Questions about Holistiplan
When was Holistiplan founded?
Holistiplan was founded in 2019.
Where is Holistiplan located?
Holistiplan is headquartered in College Station, United States. It is registered at College Station, Texas, United States.
What does Holistiplan do?
Holistiplan was established in 2019 in College Station, United States. Software solutions focused on tax planning are developed for financial advisors. Operations center on delivering tools that support client tax strategy analysis and implementation within the financial technology sector. Services include automated calculations and reporting features tailored to advisory practices. The company maintains its base in the U.S., serving professionals in wealth management.
Who are the top competitors of Holistiplan?
Holistiplan's top competitors include Ownwell, Jackson Hewitt and TaxSlayer.