Holistiplan
PrivateLast Round
Growth Equity
Aug 11, 2023
Company Overview
Holistiplan is a financial software company that provides a tax, insurance, and estate planning platform for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Workflow Automation
Business Model
B2B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Holistiplan Comparables
Compare Holistiplan with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FP Alpha | 84% | |
| RightCapital | 82% | |
| TaxPlanIQ | 79% |
Holistiplan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Aug 11, 2023 |
Holistiplan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Lead Edge Capital | Growth Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 9, 2025
Monthly visitors increased 44% MoM to 351.2K.
- Jul 21, 2025
Grew 22% QoQ, from 65 to 79 employees.
Holistiplan Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Holistiplan's valuation, stock price, and market status.
Is Holistiplan a public or private company?
Holistiplan is a private company.
What is the current stock price of Holistiplan?
Holistiplan is a private company with no public stock price. No recent secondary market data is available.
How much is Holistiplan worth (valuation)?
Valuation information for Holistiplan is not publicly available.
Can I buy Holistiplan stock?
Holistiplan shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Holistiplan's last funding round?
Holistiplan's most recent funding round was Growth Equity on August 11, 2023.
Who are the main investors in Holistiplan?
Key investors in Holistiplan include Lead Edge Capital.
Will Holistiplan IPO soon?
No public IPO plans have been announced for Holistiplan.
How can I track Holistiplan secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Holistiplan's secondary market activity and sign up for updates.