The closest alternatives to Holistiplan are Digital Onboarding, CredCore and Assette. Holistiplan generates $6.5M in revenue with 59 employees. Every one of the 20 similar companies below is compared with Holistiplan on revenue, funding, customers, team size and founding year.
Holistiplan is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  HolistiplanThis company |  Digital Onboarding |  CredCore |  Assette |  Suresoft Technologies |  Sigma Tax Pro |  Peach Finance |  vestr |  Adroit Trading Technologies |  trellisconnect.com |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.5M | $6.5M | $6.5M | $6.5M | $6.4M | $6.4M | $6.4M | $6.3M | $6.7M | $6.3M |
| Funding raised | Not disclosed | $4.7M | Not disclosed | $500K | Not disclosed | Not disclosed | $27.5M | Not disclosed | Not disclosed | Not disclosed |
| Team size | 59 | 59 | 60 | 73 | 48 | 58 | 52 | 31 | 25 | 57 |
| Founded | 2019 | 2015 | 2022 | 1998 | 2002 | 2013 | 2018 | 2017 | 2014 | 2019 |
| HQ | College Station, United States | United States | United States | United States | South Korea | United States | United States | Switzerland | United States | United States |
United States · Tax Practice Management Software
Developer of a SaaS technology platform designed to help banking customers activate financial services products for their new clients. The company's platform allows creating email and SMS reminders instantly that drive…
Digital Onboarding revenue & fundingHolistiplan vs Digital Onboarding
United States · Tax Practice Management Software
CredCore is a technology company that helps CFOs in North America manage complex large-scale debt lifecycle. It simplifies, modernizes enterprise debt investing and management by combining domain-specific AI technology…
United States · Tax Practice Management Software
Developer of a cloud-based sales and client communications software designed to improve the way institutional investment management firms communicate with their clients. The company's software integrates data from…
South Korea · Tax Practice Management Software
Developer of software testing automation tools designed to offer software development verification service. The company's software testing automation tools helps to perform testing processes, including programs source…
Suresoft Technologies revenue & fundingHolistiplan vs Suresoft Technologies
United States · Tax Practice Management Software
Provider of cost-conscious, professional tax-preparation software solutions, enabling tax preparers to maximize revenue and increase client satisfaction
United States · Tax Practice Management Software
Peach Finance is a SaaS company that provides a loan servicing solutions for lenders.
Switzerland · Tax Practice Management Software
Developer of a lifecycle management platform designed to provide a fast and cost-effective way of replacing investment funds. The company's platform streamlines and automates the Actively Managed Certificates value…
United States · Tax Practice Management Software
An intelligent trading system for institutional investors, specializing in multi-asset order and execution management systems.
Adroit Trading Technologies revenue & fundingHolistiplan vs Adroit Trading Technologies
United States · Tax Practice Management Software
The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected. Trellis is a fully remote insurtech start-up that builds industry-leading…
trellisconnect.com revenue & fundingHolistiplan vs trellisconnect.com
United States · Tax Practice Management Software
From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America. By connecting all the dots of the financial back…
United States · Tax Practice Management Software
SiriusAI provides AI & Data solutions for Financial Services enterprises. We bring in cutting edge technical know how, industry specific domain expertise that is demonstrated via use cases, an eco-system of third party…
United Kingdom · Tax Practice Management Software
Developer of financial software. The company develops an open source platform for financial regulation allowing banks and other financial institutions to comply with global regulations in relation to their capital…
India · Tax Practice Management Software
Suvit enables Tax Professionals to streamline their work by helping them manage their clerical work better with accounting automation through data entry automation, bank reconciliation, invoice generation, financial…
India · Tax Practice Management Software
Suvit enables Tax Professionals to streamline their work by helping them manage their clerical work better with accounting automation through data entry automation, bank reconciliation, invoice generation, financial…
United States · Tax Practice Management Software
Developer of a cloud-based enterprise software for banks and credit unions. The company's platform is a customer-centric outer core ecosystem built in the cloud that gives banks and credit unions the flexibility to…
United Arab Emirates · Tax Practice Management Software
Zypl.ai is a technology company that develops artificial intelligence, based solutions for the financial sector. The company focuses on optimizing credit scoring for financial institutions using synthetic data and…
United States · Tax Practice Management Software
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage…
Redtail Technology revenue & fundingHolistiplan vs Redtail Technology
United States · Tax Practice Management Software
Credit Key is the leading provider of flexible, buy now pay later payments for B2B transactions. Hundreds of organizations rely on Credit Key to offer their business customers greater access to capital, faster…
United States · Tax Practice Management Software
Developer of a workflow management and data analytics platform intended to enhance productivity in the public capital markets. The company's SaaS-based platform incorporates client feedback into an integrated roadmap…
Capital Markets Gateway revenue & fundingHolistiplan vs Capital Markets Gateway
Italy · Tax Practice Management Software
Micra is a consultancy that offers tailor-made software solutions, mobile apps, finance, and SaaS for healthcare and banking sectors.
Micra Software & Services revenue & fundingHolistiplan vs Micra Software & Services
Holistiplan ranks #19 of 93 Tax Practice Management Software companies by annual revenue, putting it in the top 20% of the market.
The closest alternatives to Holistiplan are Digital Onboarding, CredCore and Assette, all active in Tax Practice Management Software. This page compares each of them with Holistiplan on revenue, funding, customers and team size.
Digital Onboarding is the closest alternative to Holistiplan, generating $6.5M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 similar companies above before choosing.
Holistiplan generates $6.5M in revenue.
Yes. Holistiplan generates $6.5M in revenue versus $6.5M at Digital Onboarding.
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