Holistiplan

Wealth Management TechTax PlanningHigh PriorityNot Contacted
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Overview

Tax planning software that analyzes client tax returns and generates tax-saving recommendations for financial advisors

Core Product

Tax planning software

Strategic Fit for DCC

Tax planning is critical for Bitcoin investors (tax-loss harvesting, FIFO/LIFO accounting)

Integration Potential

Bitcoin tax planning modules

Leverage Type:Bitcoin tax integration

Financial Profile

Estimated Revenue
$5M-$15M
Valuation Range
$20M-$50M
Revenue Model
SaaS subscription
Profitability
Profitable
Recurring Revenue Strength
High retention

Risk Assessment

Smaller scale

Company Information

Headquarters
United States
Founded
2019
Employees
11-50
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
Bootstrapped

Leadership

CEO
Roger Pine
Research Date
2026-02-24