What departments does Holistiplan have?

Holistiplan has employees across 4 departments including Sales, Education, Marketing, Support.

What is the largest department at Holistiplan?

The largest department at Holistiplan is Sales with 4 employees.

Where are Holistiplan employees located globally?

Holistiplan has employees across 4 continents and 4 countries including Russian Federation, United Kingdom Of Great Britain And Northern Ireland, 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
96

United States Of America
96

South America
6

Brazil
6

Asia
1

Russian Federation
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Holistiplan's Leadership

C. H.
Director, Enterprise Sales
Mobile Phone
Email
E. R.
Thought Leader - Speaker On Tax Planning Education For Advisors
Mobile Phone
Email
I. R.
Senior Manager Marketing Operations
Mobile Phone
Email
G. S.
Senior Marketing Campaign Manager
Mobile Phone
Email
A. H.
Senior Account Executive
Mobile Phone
Email
A. T.
Sales Operations
Mobile Phone
Email
M. A.
Sdr
Mobile Phone
Email
K. S.
Support Specialist
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

C. H.
Director, Enterprise Sales
Mobile Phone
Email
Oct 16, 2024
E. R.
Thought Leader - Speaker On Tax Planning Education For Advisors
Mobile Phone
Email
Jul 08, 2026
I. R.
Senior Manager Marketing Operations
Mobile Phone
Email
BrazilPiauí
Apr 15, 2026
G. S.
Senior Marketing Campaign Manager
Mobile Phone
Email
BrazilRio Grande do Sul
Apr 14, 2026
A. H.
Senior Account Executive
Mobile Phone
Email
Jul 03, 2026
A. T.
Sales Operations
Mobile Phone
Email
Jul 06, 2026
M. A.
Sdr
Mobile Phone
Email
Brazil
Jul 03, 2026
K. S.
Support Specialist
Mobile Phone
Email
Jul 07, 2026

Frequently Asked Questions

What is Holistiplan known for?

Holistiplan was founded in 2019 operates in the Financial Services industry. 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 99 employees as of July 2026. These team members are located across 4 continents, including North AmericaSouth AmericaAsia.

Who are Holistiplan's key employees and leadership?

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

Director, Enterprise Sales: C. H.
Thought Leader - Speaker On Tax Planning Education For Advisors: E. R.
Senior Manager Marketing Operations: I. R.
Senior Marketing Campaign Manager: G. S.
Senior Account Executive: A. H.

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Holistiplan Employee Directory

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