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, 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.

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

L. C.
Outside Legal Counsel
Mobile Phone
Email
United StatesUtah
Apr 07, 2026
A. E. G.
Tax Planner Extraordinaire
Mobile Phone
Email
Jun 04, 2026
S. P.
Estate Planning Specialist
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
V. S.
Sales Development Representative
Mobile Phone
Email
United StatesNorth Carolina
Apr 17, 2026
T. C.
Account Executive
Mobile Phone
Email
United StatesGeorgia
Apr 17, 2026
S. P.
Cloud Engineer
Mobile Phone
Email
United StatesVirginia
Aug 25, 2025
T. B.
Events Coordinator
Mobile Phone
Email
United StatesFlorida
May 28, 2026
E. T.
Software Engineer
Mobile Phone
Email
United StatesNew Mexico
Apr 17, 2026
A. T.
Account Executive
Mobile Phone
Email
Jun 04, 2026
G. F.
Software Engineer
Mobile Phone
Email
United States
Jun 01, 2026

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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