Holistiplan
PrivateLast Round
Growth Equity
Aug 11, 2023
Company Overview
Holistiplan is a financial software company that provides a tax, insurance, and estate planning platform for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Workflow Automation
Business Model
B2B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
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% | |
Holistiplan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Growth Equity | Aug 11, 2023 |
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 9, 2025
Monthly visitors increased 44% MoM to 351.2K.
- Jul 21, 2025
Grew 22% QoQ, from 65 to 79 employees.
Holistiplan Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Holistiplan's valuation, stock price, and market status.