About Holistiplan
Holistiplan is a Technology company based in College Station (United States) founded in 2019. Tax planning software is provided to financial advisors for optimization. Its website holistiplan.com draws about 182 thousand monthly visits. Its focus areas include FinTech, Finance & Accounting Tech, Tech-Enabled Services and Tax Filing. Its competitors include TaxSlayer, Jackson Hewitt and Ownwell; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters College Station, United States
- SectorsTechnology
- Website category Finance · Investing
- Website holistiplan.com
- Social LinkedIn X
- Investors
Funding Insights of Holistiplan
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Holistiplan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2023 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Holistiplan
Holistiplan has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lead Edge Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| leadedge.com |
Investor details for Holistiplan
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People of Holistiplan
4 people are tracked at Holistiplan (2 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Roger Pine | Co-Founder | Leadership |
Torie Happe | Head Of Partnerships | Leadership |
Dana S. | Product Manager | Team |
Matthew Buser | Customer Success Manager | Team |
Complete people profiles for Holistiplan
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Timeline of Holistiplan
2 dated milestones of Holistiplan across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Holistiplan is founded.
- Funding First funding round.
Competitors of Holistiplan
Holistiplan has 3 listed competitors in our database, 1 of them funded. They include TaxSlayer, Jackson Hewitt and Ownwell.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| taxslayer.com | 2009 | Evans, United States | Online software for tax preparing and filing | |||
| jacksonhewitt.com | 1982 | Parsippany Troy Hills, United States | Online individual federal and state income tax preparation and filing services. | |||
| ownwell.com | 2020 | Austin, United States | $5.75M | 75 | Property tax reduction services are provided by Ownwell. |
Detailed competitors of Holistiplan
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Web traffic of Holistiplan
The website of Holistiplan (holistiplan.com) receives about 182.4K visits a month and ranks #106,855 among all websites worldwide, #6,745 in Investing.
- Monthly visits182.4K
▼ 52.7% vs previous month
- Unique visitors30K
per month
- Global rank#106,855
among all websites
- Category rank#6,745
Finance · Investing
- Bounce rate25%
- Pages per visit7.3
- Average visit9 min 08 sec
- DevicesDesktop 99% · Mobile 1%
Websites whose visitors overlap most with Holistiplan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| moneyguidepro.com | 100% | 173.3K | #127,275 | View details | |
| rightcapital.com | 99% | 664K | #38,839 | View details | |
kitces.com | kitces.com | 96% | #216,088 | – | |
| morningstar.com | 96% | 12.9M | #4,951 | View details | |
| altruist.com | 95% | 435.7K | #85,397 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Holistiplan
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as Holistiplan (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
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Related news about Holistiplan
Complete news archive for Holistiplan
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Frequently Asked Questions about Holistiplan
Holistiplan was founded in 2019 and raised its 1st funding round 4 years after it was founded.
Holistiplan is headquartered in College Station, United States. It is registered at College Station, Texas, United States.
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.
Holistiplan's top competitors include Ownwell, Jackson Hewitt and TaxSlayer.
Holistiplan has 1 investor. Key investors include Lead Edge Capital.
The website of Holistiplan receives about 182 thousand visits a month and ranks #106,855 among all websites worldwide.