When was Holistiplan founded?

Holistiplan was founded in 2019.

Where is Holistiplan located?

Holistiplan is headquartered in College Station, United States.

How many employees does Holistiplan have?

As of Jun 30, 2026, the latest employee count at Holistiplan is 102.

Is Holistiplan a funded company?

Holistiplan is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Holistiplan rank among its competitors?

Holistiplan ranks 3rd amongst 41 active competitors, of which 5 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Ownwell, which secured $30M in Feb, 2026.

Who are the top competitors of Holistiplan?

Holistiplan's top competitors include Ownwell, Jackson Hewitt and TaxSlayer. Among them, Ownwell secured the most recent funding round in February, 2026.

Holistiplan - 2026 Company Profile & Competitors

Company Details

Website: www.holistiplan.com/
Social

Key Metrics

Founded Year

2019

Location

College Station, United States

Stage

Funding Raised

Ranked

3^rd among 41 active competitors

Employee Count

102 as on Jun 30, 2026

Similar Companies

Ownwell & 182 more

View Holistiplan's full profile

Holistiplan is a funded company.

Holistiplan's employee count trend

Holistiplan has 102 employees as of Jun 26. Here is Holistiplan's employee count trend over the years:

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Top competitors of Holistiplan include Ownwell, Jackson Hewitt and TaxSlayer. Here is the list of Top 10 competitors of Holistiplan, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Ownwell 2020, Austin (United States), Series B	Property tax saving & management solutions for individuals and businesses	$74M	Alpha Edison, Mercato Partners & 13 others	62/100
2nd	Jackson Hewitt 1982, Parsippany Troy Hills (United States), Acquired	Online individual federal and state income tax preparation and filing services.	-	JMI Management, Bayside Capital & 2 others	49/100
3rd	Holistiplan 2019, College Station (United States), Funding Raised	Software for tax planning solutions for financial advisors	-	-	39/100
4th	TaxSlayer 2009, Evans (United States), Funding Raised	Online software for tax preparing and filing	-	Marlin Equity Partners	39/100
5th	TurboTax 2018, San Diego (United States), Seed	Online tax preparation software for individuals, self-employed, and businesses	$20K	Techstars	39/100
6th	TaxGPT 2023, San Francisco (United States), Series A	Provider of AI-powered tools for tax research, analysis, and client management	$5.22M	Y Combinator, LAUNCH Accelerator & 9 others	34/100
7th	Domicile365 2019, Jersey City (United States), Unfunded	App-based tax day tracking and alert platform for various jurisdictions	-	-	33/100
8th	ONE STOP Taxes 2014, Atlanta (United States), Unfunded	Online tax preparation and return filing services for individuals	-	-	30/100
9th	TaxHawk 2001, Provo (United States), Unfunded	Online platform for e-filing of tax forms	-	-	30/100
10th	efile.com 1997, Blacksburg (United States), Unfunded	Online tax preparation and e-filing platform with expert support	-	-	29/100