Assette vs Holistiplan: Revenue, Funding & Team Size Compared
Assette generates $6.5M in revenue; Holistiplan generates $6.5M. Holistiplan and Assette are close to the same size by revenue. The table below compares Assette and Holistiplan on funding, valuation, customers, team size and headquarters — every figure GetLatka has verified for each company.
| Company |  AssetteThis company |  Holistiplan |
|---|---|---|
| Revenue | $6.5M | $6.5M |
| Valuation | $64.6M | Not disclosed |
| Funding raised | $500K | Not disclosed |
| Team size | 73 | 59 |
| Founded | 1998 | 2019 |
| HQ | Boston, United States | College Station, United States |
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Assette at a glance
Assette generates $6.5M in revenue with 73 employees, headquartered in Boston, United States.
- Revenue
- $6.5M
- Valuation
- $64.6M
- Funding
- $500K
- Team size
- 73
- Founded
- 1998
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 multiple sources and…
Holistiplan at a glance
Holistiplan generates $6.5M in revenue with 59 employees, headquartered in College Station, United States.
- Revenue
- $6.5M
- Team size
- 59
- Founded
- 2019
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…
Other Assette alternatives
Assette competes with more than the companies on this page. Browse the full alternative lists to compare revenue, funding and team size across the category.
Assette vs Holistiplan: frequently asked questions
Is Assette or Holistiplan bigger?
Holistiplan is the bigger company by revenue, at $6.5M against $6.5M for Assette.
How much revenue does Assette make?
Assette generates $6.5M in annual revenue with a team of 73.
How much revenue does Holistiplan make?
Holistiplan generates $6.5M in annual revenue with a team of 59.
How much funding has Assette raised?
Assette has raised $500K in total funding since it was founded in 1998.