Startup
Holistiplan
Tax planning software for financial advisers and accountants that reads a client’s tax return in about 45 seconds and produces a white-labelled planning report, holding the largest share of the US tax planning software market.
| Founded | 2019, College Station, Texas |
|---|---|
| Founders | Roger Pine (CFA, CFP), Kevin Lozer (CFP); both former financial advisers |
| Stage | Growth equity |
| Total funding | Undisclosed |
| Last round | Growth investment from Lead Edge Capital, September 2023, amount undisclosed |
| What it does | Optical reading of 1040 returns, scenario analysis for Roth conversions, capital gains and charitable planning, estate and insurance modules, and client-ready reports |
| Traction | About 39% of the US tax planning software market; more than 50,000 users; more than 20 million pages of returns processed; enterprise deals with Buckingham and Advisor Group |
| Pricing | Annual subscription per firm; published on request |
| Markets | US |
| Peers | Corvee, TaxPlanIQ, Instead, Thomson Reuters ONESOURCE |
Why it matters
Holistiplan took the largest share of US tax planning software within five years of launch by making a tax return readable in under a minute. Its users are mostly financial advisers, which puts it at the point where accounting firms and wealth managers compete for the same planning client.
Part of Accountio’s accounting technology coverage.
