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

Information Technology

Services

Holistiplan

Holistiplan's headquarters in College Station, TX, United States

Roger Pine

Torie Happe

Andrew Young

Ben Birken

Janay Robinson

Kathleen Kaag

Frank Marrone

Scott Pittman

Meaghan Dowd CAPI

Isabela Ramos

Andrew Herman

Matthew Buser

Dana S.

The Engineering Team at Holistiplan is responsible for designing and developing innovative software solutions that streamline the review of tax returns for financial advisors. Utilizing technologies such as Django and cloud infrastructure, they enhance system efficiency and reliability, enabling quick data processing to significantly reduce the time advisors spend on reviews. Together, they ensure that Holistiplan remains at the forefront of financial technology, optimizing workflows and enhancing client service.

Engineering Team

The Product Development Team at Holistiplan is responsible for designing and enhancing innovative tools that streamline tax return reviews for financial advisors. By leveraging advanced technology, the team focuses on creating user-friendly solutions that enable advisors to significantly reduce processing time while improving accuracy and efficiency. Collaboration among co-founders and product managers fosters a dynamic environment to drive continuous product improvement and respond to user feedback effectively.

Product Development Team

The Leadership Team at Holistiplan is responsible for guiding the company's vision and strategy, ensuring alignment with its mission to enhance the efficiency of financial advisors. Comprised of the co-founders, this team drives innovation, oversees product development, and fosters partnerships to create streamlined solutions for tax return analysis, ultimately empowering advisors to serve their clients more effectively.

Holistiplan

Org chart

Teams

Engineering Team

Product Development Team

Leadership Team

Offices

Holistiplan

Org chart

Teams

Engineering Team

Product Development Team

Leadership Team

Offices

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