Holistiplan

0 followers


Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.

Industries

Headquarters

Employees

Links

Org chart

Roger Pine
Co-Founder

Roger Pine

Collapse
Kevin Lozer
Co-Founder
Dana S.
Product Manager
Matthew Buser
Enterprise Relationship Manager
Torie Happe
Head Of Partnerships