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

Roger Pine

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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

Engineering Team

5 members

Product Development Team

5 members

Leadership Team

2 members

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