Every new Texas filing, every dayFinancial Planning SoftwareTax & Estate Planning SoftwareActive
Holistiplan
The platform is designed for financial advisors and planners, offering tools to integrate tax, estate, and insurance analysis into the planning process. Contact emails found on the site include partnerships and enterprise inquiries, indicating a B2B SaaS model.
Filed July 13, 2026 · College Station, TX
Your competitors in College Station are getting unlimited new business leads.
Every new Texas filing, every day
See how it worksAbout Holistiplan
Holistiplan is a financial planning software business (LLC) registered on July 13, 2026 with the Texas Division of Corporations. The business is located in College Station, Texas 77845.
Filing Details
Entity NameHolistiplan LLC
Entity TypeLLC
Entity Number32070384949-1
Filing DateJuly 13, 2026
Principal AddressLocked
City / State / ZipCollege Station, TX 77845
TimezoneCentral (CT)
EIN on FileNo
Document Timeline
Filing timeline will be available soon.
Cold email every new business in America
New verified leads every morning, and an AI-built email campaign ready to go. We build it, you hit send.
Build My Campaign Free ›