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-labe...
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979.353.0870
3193 Chaco Canyon Drive
College Station, 77845
201 - 500 Employees
$5M - $20M
linkedin.com/company/holistiplan
Holistiplan's CEO is Roger Pine
Holistiplan's CTO is Scott Pittman
Holistiplan's HQ is located at 3193 Chaco Canyon Drive, College Station
Holistiplan's phone number is 979.353.0870
Holistiplan's official website is holistiplan.com
Holistiplan's revenue is $5M - $20M
Holistiplan has 201 - 500 employees
Holistiplan is in the industry of: Financial Service
