Join our growing team where amazing people (like you) come to do their best work.
From solo advisors to enterprise firms, our customers operate more efficiently and over-deliver to their clients with Holistiplan. Today, we have more than 30,000 advisors and over 8,000 firms on the Holistiplan platform — and we’re just getting started.
We build technology that helps financial advisors help families.
We’re a swift-paced startup that still takes the time to make a shared space for our team.
We celebrate wins, value feedback, and let talented people do their thing.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
