Holistiplan Employee Directory

Financial ServicesTexas, United States51-200 Employees

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.

Find Holistiplan employees' phone numbers or email addresses

Holistiplan Global Highlights

North America
68

United States Of America
68

Holistiplan's Leadership

P. W.
Chief Information Security Officer
Mobile Phone
Email
S. P.
Chief Technology Officer
Mobile Phone
Email
A. Y.
Vice President Of Product Management
Mobile Phone
Email
T. H.
Head Of Partnerships
Mobile Phone
Email
R. P.
Co-Founder
Mobile Phone
Email
K. L.
Co-Founder
Mobile Phone
Email
L. B.
Vp Of Marketing
Mobile Phone
Email
F. M.
Vp, Finance
Mobile Phone
Email

Contact profiles from Holistiplan

Name

Title

Contact Info

Location

Last Update

R. P.
Co-Founder
Mobile Phone
Email
United StatesTexas
Dec 02, 2024
P. W.
Chief Information Security Officer
Mobile Phone
Email
United StatesTexas
Dec 02, 2024
S. P.
Chief Technology Officer
Mobile Phone
Email
United StatesTexas
Dec 04, 2024
K. L.
Co-Founder
Mobile Phone
Email
United StatesVirginia
Nov 27, 2024
A. Y.
Vice President Of Product Management
Mobile Phone
Email
United StatesUtah
Dec 02, 2024
L. B.
Vp Of Marketing
Mobile Phone
Email
United StatesMassachusetts
Dec 02, 2024
T. H.
Head Of Partnerships
Mobile Phone
Email
Dec 02, 2024
F. M.
Vp, Finance
Mobile Phone
Email
United StatesNew York
Dec 02, 2024
K. V.
Director - Enterprise Sales
Mobile Phone
Email
United StatesUtah
Dec 03, 2024
G. B.
Director Of Revenue Operations
Mobile Phone
Email
United StatesNorth Carolina
Dec 03, 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, TX 77845 US. 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 53 employees as of October 2024. These team members are located across 1 continents, including North America.

Who are Holistiplan's key employees and leadership?

As of October 2024, Holistiplan's key employees include:

Chief Information Security Officer: P. W.
Chief Technology Officer: S. P.
Vice President Of Product Management: A. Y.
Head Of Partnerships: T. H.
Co-Founder: R. P.

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