Holistiplan

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

Location
Employees

North America
68

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  • United States Of America
    68

Holistiplan's Leadership

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

Name
Title
Contact Info
Location
Last Update
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    M. B. L.
    Operations Manager
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    United StatesTexas
    Dec 02, 2024
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    N. L.
    Lead Software Engineer
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    United StatesColorado
    Dec 02, 2024
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    V. S.
    Lead Qa Engineer
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    United StatesFlorida
    Dec 03, 2024
  • Stylized image of a person
    E. B.
    Senior Account Executive
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    United StatesCalifornia
    Dec 02, 2024
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    A. L.
    Senior Frontend Engineer
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    United StatesMaine
    Dec 02, 2024
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    C. L.
    Senior Engineer
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    United StatesTexas
    Dec 02, 2024
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    E. P.
    Senior Django Engineer
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    Dec 02, 2024
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    E. Z.
    Senior Product Counsel
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    United StatesPennsylvania
    Dec 02, 2024
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    J. U.
    Senior Support Specialist
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    United StatesFlorida
    Dec 02, 2024
  • Stylized image of a person
    J. D.
    Senior Software Engineer
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    United StatesPennsylvania
    Dec 03, 2024

Frequently Asked Questions

What is Holistiplan known for?

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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?

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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?

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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?

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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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