Holistiplan
PrivateLast Round
Growth Equity
Aug 11, 2023
Company Overview
Holistiplan operates in FinTech and is based in College Station, Texas. Its latest recorded funding round was a Growth Equity round in August 2023.
Holistiplan is a financial software company that provides a tax, insurance, and estate planning platform for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Financial Data
Business Model
B2B2C
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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Holistiplan Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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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 11, 2025
Received a 2025 WealthManagement.com Industry Award for insurance capabilities.
- Nov 9, 2025
Monthly visitors increased 44% MoM to 351.2K.
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Recent news
Latest coverage and updates
- launchesOct 27, 2026
Holistiplan announces Strategy Library, a feature that uses uploaded tax return data to surface applicable pre-built planning strategies populated with clients’ own numbers, in Texas on Oct 27th '26.
- attends_eventOct 6, 2026
Holistiplan ranks among past winners of the AdviceTech Competition at the XYPN LIVE conference.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Holistiplan's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in Holistiplan's shares on secondary markets.