Holistiplan

Holistiplan

holistiplan.com

financial services

College Station, Texas, United States
51-200 employees
4500000 revenue

About Holistiplan

wealth management, financial services, tax planning, workflow automation, risk management insights, data integration, real-time data sync, consulting, scenario analysis, client asset visualization, accounting, financial advisors, estate planning tools, tax reports, tax impact projection, ocr technology, software development, b2b, financial technology, estate planning

Holistiplan's Tech Stack

Decision Makers at Holistiplan

2 contacts

Scott Pittman

Chief Technology Officer

s***@holistiplan.com Sign up to view

Jeff Newburn

Software Engineering Manager

j***@holistiplan.com Sign up to view

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7 technologies detected · 2 decision makers · Emails available

Sales Outreach Angle

AWS infrastructure signals engineering sophistication. This company likely evaluates cloud cost management, security tooling, observability, and developer productivity solutions.

Holistiplan's Position in the StackWho Database

  • Holistiplan is 1 of 21,667 financial services companies tracked in StackWho.
  • 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
  • 22,781 companies in Texas are in the StackWho database.
  • 2,266 financial services companies are in the 51-200 employee range (same size as Holistiplan).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Holistiplan use?

Holistiplan uses Route 53, Gmail, Google Apps, Amazon AWS, WP Engine, React, and 1 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Holistiplan?

StackWho has verified email addresses for 2 decision makers at Holistiplan. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Holistiplan directly for sales, recruiting, or partnerships.

What industry is Holistiplan in?

Holistiplan operates in the financial services industry, headquartered in College Station, Texas, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Holistiplan's contact data?

Yes. StackWho Pro members can export decision maker contact data for Holistiplan and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.