Holistiplan Information
Contact top employees from
Holistiplan
Summary
Holistiplan is a private company that has been in the industry for 7 years. The company currently specializes in the Financial Services area. Its headquarters is located at College Station, Texas, USA. The Holistiplan annual revenue is estimated at < 1M. To connect with Holistiplan employee register on SignalHire.
Organization Website | holistiplan.com |
Social Links |   |
Industries | |
Headquarters Location | College Station, TX, 77845 US |
Employees Size | 10-50 employees |
DMA Code | Waco Metropolitan Area |
Founded | 2019 |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2019 | Privately Held | 1-10 | - | $- | |
| 2009 | Privately Held | 100-200 | - | $- | |
| 2021 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Holistiplan shows a diverse range of experience levels:
33% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years17% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Holistiplan
Tracy Bojorge
Events Coordinator
Junior Carreon
Content Coordinator Intern
Gregory Griffith
Software Engineer
John Titus
IT Manager
Frank Marrone
VP, Finance
Brent Allen
Controller
Neil Larson
Lead Software Engineer
Kathleen Kaag
Chief Revenue Officer (CRO)
Tenzin Crenshaw
SDR II
Griffin Kale
Senior Product Manager
Adam Lynch
Senior Frontend Engineer
Paul Wilson
Chief Information Security Officer
Vladimir Shkodin
Lead QA Engineer
Eric Plaster
Senior Django Engineer
Aaron Graham
Tax Planner Extraordinaire
Jeremy Dillworth
Senior Software Engineer
Laura Beaulieu
VP of Marketing
Christina Foster
Director of Customer Success
Aniston Merrell
Account Executive
Jamie Taylor
Business Devlopment Representative
Nina Carilli
SDR
Amanda Testa
Account Executive
Michael Montee
Data Analyst
Connor Cox
Data/Tax Analyst
Sammy Kmeid
OCR 2
Shavonne Respondek
OCR 1 Data Analyst
Spencer Gillus
Data/ Tax Analyst
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FAQ
Holistiplan operates in the Finance industries. More details can be found on the official website: holistiplan.com.
The headquarters of Holistiplan are located in College Station, United States.
Holistiplan currently employs 10-50 people.
Holistiplan's revenue is approximately < 1M.
Well-known competitors of Holistiplan include Lynk Me, Upserve, a Lightspeed Company and Proof+Geist.
