87
60
Growth Score
4 pts
Heat Score
27 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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251165
Holistic Planning provides investment, tax, and estate planning services with a focus on comprehensive financial management.
- Taylor Pankratz: Co-Founder
About the Company
Holistic Planning offers comprehensive financial services, focusing on investment, tax, and estate planning. The company aims to be involved in every financial aspect of their clients' lives, providing fiduciary advice through a team of certified financial planners and CPAs. The firm emphasizes transparent fee-based advisory, absence of
commission-based incentives, and structured planning services.
