Holistiplan
Tax return scanning and planning reports for financial advisors
Holistiplan reads uploaded tax returns via OCR and rules-based analysis to produce client-ready reports highlighting tax planning opportunities, with scenario modelling. It is widely integrated into advisor tech stacks including CRMs and AI meeting tools.
GAII take
Entrenched advisor tax tool; more extraction-driven than generative AI, but a key data source for AI workflows.
Entrenched advisor tax tool; more extraction-driven than generative AI, but a key data source for AI workflows.
- Website
- holistiplan.com
- Headquarters
- North America
- Company type
- Scale-up
- Funding
- Series C+
- Latest round
- Growth equity · Lead Edge Capital
- Status
- Active
- Investors
- Lead Edge Capital
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Research & diligenceReporting & IR
- Ai capability
- Document extraction
- Delivery
- SaaS application
GAII ID GAII-T0224 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.