Holistiplan holistiplan.com


Public lists: Fin tech ( Fintech ) (20533)

Holistiplan is a financial tax planning software solution that reviews tax returns to provide client-ready reports and identify financial planning opportunities.

Holistiplan is a financial tax planning software solution that reviews tax returns to provide client-ready reports and identify financial planning opportunities.

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Texas, United States

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Total Funding Date of Last Funding
Holistiplan $0M Dec 28, 2020

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