Holistiplan + PreciseFP Partnership · Partnerbase

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Holistiplan

Employees
11 - 50
Number of Partners
5
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
5
Industries
Estate Planning Software
Financial Planning Software
Fintech (WealthTech)
Partner Team Size The number of employees working on partnerships, alliances, etc. at this company
-
Partnerbase Score 38
Location
United States
Partner Tech Stack The software this company uses as part of their partnership program.
Crossbeam

Technology Partnership

PreciseFP

Employees
11 - 50
Number of Partners
14
Recent Partners Added The number of partners this company has added on Partnerbase in the last 90 days.
2
Industries
Financial Services
IT Services
Partner Team Size The number of employees working on partnerships, alliances, etc. at this company
-
Partnerbase Score 95
Location
United States
Partner Tech Stack The software this company uses as part of their partnership program.
-

Wealthbox CRM

45 Partners

Technology Partner