Holistiplan
Valuation
$19.5M
2025 Revenue
$6.5M
Funding
$0
Team
59
Founded
2019
How Holistiplan grew Holistiplan to $6.5M revenue with a 59 person team in 2025.
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-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
Last updated
Holistiplan Revenue
In 2025, Holistiplan's revenue reached $6.5M. Since its launch in 2019, Holistiplan has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2025 | Holistiplan Hit $6.5m revenue in September 2025 |
| 2019 | Launched with $0 revenue |
Holistiplan Valuation, Funding Rounds
Holistiplan's most recent disclosed valuation is $19.5M.
Holistiplan is a bootstrapped Tax Practice Management Software startup. Founded in 2019, Holistiplan has grown to $6.5M in revenue without raising any venture capital or outside funding.
As a self-funded Tax Practice Management Software SaaS company, Holistiplan has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
Holistiplan Employees & Team Size
Holistiplan employs approximately 59 people as of 2026.
Holistiplan has 59 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2025 | Reached 59 employees (September 2025) |
Customers
We do not have customer count information for Holistiplan yet.
Frequently Asked Questions about Holistiplan
What is Holistiplan's revenue?
Holistiplan generates $6.5M in revenue.
How much funding does Holistiplan have?
Holistiplan raised $0.
How many employees does Holistiplan have?
Holistiplan has 59 employees.
Where is Holistiplan headquarters?
Holistiplan is headquartered in College Station, Texas, United States.
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Compare Holistiplan to the industry
Holistiplan operates across multiple industries. Browse revenue, funding, and growth data for Holistiplan in each sector below.
Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .