Holistiplan - Crunchbase Company Profile & Funding

Q: Who invested in Holistiplan?

Holistiplan is funded by Lead Edge Capital.

Q: When was the last funding round for Holistiplan?

Holistiplan closed its last funding round on obfuscated from a Venture - Series Unknown round.

Overview

Holistiplan

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+3 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Holistiplan

CB Rank

94321

Holistiplan offers end to end tax planning tool for financial advisors.

Founded

obfuscation

Private

Venture - Series Unknown

College Station, Texas, United States

11-50

www.holistiplan.com

Financial Services

Information Technology

Service Industry

Software

Funding Rounds

Venture - Series Unknown

OBF

obfuscation

Key People

Roger Pine: Co-Founder and CEO
Past Role: Briaud Financial Advisors, Financial Advisor / Principal
Kevin Lozer: Co-Founder
Past Role: ClearLogic Financial, Principal

Details

Legal Name

Holistiplan, LLC

Operating Status

Active

Company Type

For Profit

Founders

Kevin Lozer, Roger Pine

Predictions & Insights

Growth Insight

See this Growth Insight

Holistiplan is

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to be growing

Top Contributing Factors

Customer Growth

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Tax Planning

Software that analyzes tax documents to project tax impacts and liabilities for financial advisors.

Insurance Planning

Tool to review and assess home, auto, and umbrella insurance policies for coverage gaps and insights.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown
obfuscated obfuscation	Venture Round - Holistiplan	1	obfuscated obfuscation	Lead Edge Capital	Venture - Series Unknown

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Lead Edge Capital	Yes	Venture Round - Holistiplan	—
Lead Edge Capital	Yes	Venture Round - Holistiplan	—
Lead Edge Capital	Yes	Venture Round - Holistiplan	—
Lead Edge Capital	Yes	Venture Round - Holistiplan	—
Lead Edge Capital	Yes	Venture Round - Holistiplan	—