Holistiplan vs Refund Manager: Revenue, Funding & Team Size Compared
Holistiplan generates $6.5M in revenue; Refund Manager has not disclosed its revenue. The table below compares Holistiplan and Refund Manager on funding, valuation, customers, team size and headquarters — every figure GetLatka has verified for each company.
| Company | ||
|---|---|---|
| Revenue | $6.5M | Not disclosed |
| Team size | 59 | Not disclosed |
| Founded | 2019 | 2016 |
| HQ | College Station, United States | Collingwood, Australia |
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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…
Refund Manager at a glance
- Founded
- 2016
Refund Manager was developed by accountants for accountants to simplify the fee from refund process. Building on our success developing ELodge, one of Australia’s first ever online tax lodgement websites, we focused our efforts on…
Other Holistiplan alternatives
Holistiplan competes with more than the companies on this page. Browse the full alternative lists to compare revenue, funding and team size across the category.
Holistiplan vs Refund Manager: frequently asked questions
How much revenue does Holistiplan make?
Holistiplan generates $6.5M in annual revenue with a team of 59.