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Products & Services
About Holistiplan
Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates. Holistiplan is listed as a company classified under Portfolio Management and Investment Advice, based in United States, operating in Financial Services, employing 21-50 people and reporting $1M-$5M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice).
Business Contact Information
- Website
- holistiplan.com
- linkedin.com/company/holistiplan
- Address
- United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 22 (21-50)
- Annual Revenue
- $2.2M ($1M-$5M)
Holistiplan: frequently asked questions
What does Holistiplan do?
Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates. Holistiplan is listed as a company classified under Portfolio Management and Investment Advice, based in United States, operating in Financial Services, employing 21-50 people and reporting $1M-$5M in annual revenue.
How many employees does Holistiplan have?
Holistiplan has about 22 employees (the 21-50 range).
What is Holistiplan's annual revenue?
Holistiplan's annual revenue is estimated at $2.2M (the $1M-$5M range).
What industry is Holistiplan in?
Holistiplan is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Holistiplan?
Its website is holistiplan.com.
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