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Holistiplan

0 followers

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Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.

Industries

Information Technology, Services

Headquarters

College Station, United States

Employees

11-50

Links

Org chart

Roger Pine
Co-Founder
Collapse
Kevin Lozer
Co-Founder
Dana S.
Product Manager
Matthew Buser
Customer Success Manager
Roger Pine, CFA, CFP®
Co-Founder
Torie Happe
Head Of Partnerships

Teams

CL
+1

Engineering Team

5 people · 0 jobs

+1

Product Development Team

5 people · 0 jobs

Leadership Team

2 people · 0 jobs

Offices

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