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.
Updated September 2026.
Part of Accountio’s accounting technology coverage.
