Holistiplan Employee Directory

Q: What is Holistiplan known for?

Holistiplan was founded in 2019. Holistiplan operates in the Financial Services industry.

Q: How many employees does Holistiplan have currently?

Holistiplan has approximately 84 employees.

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
79

United States Of America
79

South America
2

Brazil
2

Asia
1

Russian Federation
1

Holistiplan's Leadership

K. K.
Chief Revenue Officer (cro)
Mobile Phone
Email
P. W.
Chief Information Security Officer
Mobile Phone
Email
S. P.
Chief Technology Officer
Mobile Phone
Email
M. B. L.
Chief Of Staff
Mobile Phone
Email
A. Y.
Vice President Of Product Management
Mobile Phone
Email
B. B.
Vice President Support
Mobile Phone
Email
T. H.
Head Of Partnerships
Mobile Phone
Email
R. P.
Co-Founder
Mobile Phone
Email

Contact profiles from Holistiplan

Name

Title

Contact Info

Location

Last Update

M. B.
Senior Product Manager
Mobile Phone
Email
United StatesNew York
Dec 10, 2025
V. S.
Lead Qa Engineer
Mobile Phone
Email
United StatesFlorida
Nov 15, 2025
G. K.
Senior Product Manager
Mobile Phone
Email
United StatesNorth Carolina
Dec 10, 2025
G. S.
Senior Marketing Campaign Manager
Mobile Phone
Email
BrazilRio Grande do Sul
Dec 10, 2025
C. L.
Lead Back-End Software Engineer
Mobile Phone
Email
United StatesTexas
Sep 11, 2025
D. S.
Product Manager
Mobile Phone
Email
United StatesMinnesota
Oct 25, 2025
N. L.
Lead Software Engineer
Mobile Phone
Email
United StatesColorado
Sep 08, 2025
A. O.
Marketing Manager
Mobile Phone
Email
United StatesTexas
Dec 10, 2025
N. C.
Senior Software Engineer
Mobile Phone
Email
United StatesNew York
Oct 25, 2025
E. P.
Senior Django Engineer
Mobile Phone
Email
United StatesTexas
Sep 11, 2025

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 84 employees as of December 2025. These team members are located across 3 continents, including North AmericaSouth AmericaAsia.

Who are Holistiplan's key employees and leadership?

As of December 2025, Holistiplan's key employees include:

Chief Revenue Officer (cro): K. K.
Chief Information Security Officer: P. W.
Chief Technology Officer: S. P.
Chief Of Staff: M. B. L.
Vice President Of Product Management: A. Y.

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