What departments does Holistiplan have?

Holistiplan has employees across 13 departments including Information Security, Product Management, Finance, Sales, Marketing.

What is the largest department at Holistiplan?

The largest department at Holistiplan is Sales with 8 employees.

Where are Holistiplan employees located globally?

Holistiplan has employees across 3 continents and 3 countries including Russian Federation, United States Of America, Brazil.

How has Holistiplan's team size changed over time?

Holistiplan's team has grown from approximately 73 to 84 employees based on available data.

Holistiplan Employee Directory

Financial ServicesTexas, United States51-200 Employees

Holistiplan is a tax planning software platform used by financial planners to provide tax insights and streamline the planning process. Developed by two CFP professionals, the tool enables advisers to upload clients' tax returns to generate white-labeled, client-facing tax planning reports within seconds, without data entry. Return data also pre-populates a tax projection feature to support more detailed tax planning discussions. 

The company is based in College Station, Texas, and operates in the financial services software space, serving advisory firms seeking scalable tax planning capabilities. Its customers are financial planners and the firms they work with, aiming to broaden tax planning offerings while reducing administrative burden. In 2026, Holistiplan was recognized as the top tax planning software in Kitces Report Studies, reflecting its established position in the field.

Holistiplan Global Highlights

North America
84

United States Of America
84

South America
3

Brazil
3

Asia
1

Russian Federation
1

Holistiplan's Leadership

P. W.
Chief Information Security Officer
Mobile Phone
Email
A. Y.
Vice President Of Product Management
Mobile Phone
Email
F. M.
Vp, Finance
Mobile Phone
Email
L. M.
Director Of Sales
Mobile Phone
Email
K. V.
Senior Director - Enterprise Revenue
Mobile Phone
Email
B. A.
Controller
Mobile Phone
Email
J. B. R.
Senior Director Of Marketing
Mobile Phone
Email
C. F.
Director Of Customer Success
Mobile Phone
Email

Holistiplan Employee Metrics

100%

50%

0%

2026

2025

Banking
Engineering
Support
Sales
Information Technology
Other
Finance

Contact profiles from Holistiplan

Name

Title

Contact Info

Location

Last Update

P. W.
Chief Information Security Officer
Mobile Phone
Email
United States
May 27, 2026
A. Y.
Vice President Of Product Management
Mobile Phone
Email
United StatesSouth Carolina
Jan 26, 2026
F. M.
Vp, Finance
Mobile Phone
Email
United StatesNew Jersey
Apr 16, 2026
L. M.
Director Of Sales
Mobile Phone
Email
Jun 11, 2026
K. V.
Senior Director - Enterprise Revenue
Mobile Phone
Email
United StatesUtah
May 29, 2026
B. A.
Controller
Mobile Phone
Email
United StatesPennsylvania
Apr 16, 2026
J. B. R.
Senior Director Of Marketing
Mobile Phone
Email
United StatesMichigan
Apr 16, 2026
C. F.
Director Of Customer Success
Mobile Phone
Email
Jun 04, 2026
M. D. C.
Director Of Insurance
Mobile Phone
Email
United StatesMissouri
Apr 15, 2026
C. H.
Director, Enterprise Sales
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Holistiplan known for?

Holistiplan was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in College Station, Texas 77845 United States. Explore Holistiplan's company overview page for more information.

What is Holistiplan's most common email format?

Holistiplan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Holistiplan email formats with LeadIQ.

How many employees does Holistiplan have currently?

Holistiplan has approximately 97 employees as of May 2026. These team members are located across 3 continents, including North AmericaSouth AmericaAsia.

Who are Holistiplan's key employees and leadership?

As of May 2026, Holistiplan's key employees include:

Chief Information Security Officer: P. W.
Vice President Of Product Management: A. Y.
Vp, Finance: F. M.
Director Of Sales: L. M.
Senior Director - Enterprise Revenue: K. V.

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Holistiplan Employee Directory

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