Holistiplan Partnerships

Turn partnerships into revenue with

Holistiplan

My Tags

Employees
11 - 50
Location
United States
Industries
- Estate Planning Software
- Financial Planning Software
- Fintech (WealthTech)
Founded
2019
Investor
Lead Edge Capital
Parent Company -

Number of Partners
5
Partner Team Size The number of employees working on partnerships alliances, etc. at this company -
Partner Tech Stack The software this company uses as part of their partnership program.
Crossbeam
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
5
Partnerbase Score A proprietary score from 0-100 that shows how centrally connected this company is in the Partnerbase network (higher is more connected).
38
Partner Pages Links to this company's partner page, portal, integration marketplace, etc.
holistiplan.com/platform/integrations/
API Documentation Links to API and integration documentation for this company. help.holistiplan.com/getting-started-with-the-holistiplan-api

Wealthbox CRM

45 Partners

Technology Partner

PreciseFP

14 Partners

Technology Partner

Asset-Map

4 Partners

Technology Partner

Nitrogen Wealth

2 Partners

Technology Partner

Bento Engine, Inc.

2 Partners

Technology Partner

5 Partners

Company	Partnerbase Score	Partners	Type
Wealthbox CRM View Company	98	45 Partners	Technology
PreciseFP View Company	95	14 Partners	Technology
Asset-Map View Company	41	4 Partners	Technology
Nitrogen Wealth View Company	32	2 Partners	Technology
Bento Engine, Inc. View Company	30	2 Partners	Technology