Holistiplan
As of 1 November 2026, Holistiplan has 8 open roles (0 new in 30 days), its sales team is hiring most, and its postings name Django, HubSpot and Claude Code as the tools the team works in.
As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United States
- Employees
- 11-50 employees (linkedin)
- Sells to
- financial advisors, cpas, wealth management firms
- Certifications on site
- SOC 2
- Site languages
- EN
- Career system
- Ownsite_html
Holistiplan in one screen
Read from holistiplan.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Holistiplan is a software platform that provides tax, insurance and estate planning for financial advisors and CPAs. It synthesizes clients' financial documents to map tax impacts, offering tax reports and scenario analysis, home, auto and umbrella policy assessment, and planning around Roth conversions and charitable giving. The platform also includes integrations and a partners program.
Named on the site: financial advisors, cpas, wealth management firms.
Seen in buyers' own postings: business & finance services, technology & software; mostly 201-500 employees and 11-50 employees; United States (23) and Canada (1).
Nearest companies by what they do, sell and whom they serve, 51+ employees. 595 scored.
Companies whose own job postings name Holistiplan as the system their team works in. Ideal-customer examples, not a reference list from the vendor.
What Holistiplan says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
You’ll work across our Django codebase — from evolving established systems to building new features and areas of the platform — with the autonomy to make technical decisions and the responsibility to own the results.• Help keep our HubSpot environment clean and reliable: data architecture, workflow logic, record layouts, duplicate management, reporting, and configuration, owning execution within the strategy set with the Director• Experience using AI coding tools such as Claude Code or Cursor while maintaining full responsibility for understanding and validating the resulting code.• native Javascript, HTML, and CSS
• Experience using AI coding tools such as Claude Code or Cursor while maintaining full responsibility for understanding and validating the resulting code.• 2+ years building RESTful APIs with Django REST Framework, FastAPI, or similar frameworks.• 2+ years building RESTful APIs with Django REST Framework, FastAPI, or similar frameworks.
• native Javascript, HTML, and CSS• 5+ years of professional Python experience, including 3+ years building production applications with Django.• Strong relational database fundamentals, including SQL, data modeling, indexing, and query performance.• Experience with AWS, Celery, task queues, and production observability tools such as Sentry.• Experience with tax research tools such as CCH, Checkpoint (Thomson Reuters), Bloomberg Tax/BNA, or similar.• Bootstrap-Vue• Experience with tax research tools such as CCH, Checkpoint (Thomson Reuters), Bloomberg Tax/BNA, or similar.Vendors whose code loads on holistiplan.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
8 open roles, 0 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring sales in United States →
| open · new 30 d | |
|---|---|
| Sales | 3 · 0 |
| Customer service & success | 1 · 0 |
| Finance & accounting | 1 · 0 |
| Product, program & project management | 1 · 0 |
| Software engineering | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Holistiplan to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Holistiplan
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 595 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Holistiplan (, United States, 11-50 employees) has 8 open roles, 0 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/holistiplan.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from holistiplan.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Ownsite_html career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Holistiplan: questions
Does Holistiplan use Django?
Yes, by the company's own words: 1 posting name it, first seen 2026-10-26, in the software engineering team.
Is Holistiplan hiring?
8 open roles as of 1 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is sales.
Where does this profile come from?
From holistiplan.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Ownsite_html) hourly since. Headcount is from LinkedIn.
Who should I write to at Holistiplan?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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