- B2B
- Growth StageExpanding market presence
Holistiplan careers
Our customers are financial advisors/wealth managers. Our product helps them efficiently streamline the planning process and surfaces potential planning opportunities they may not otherwise have taken advantage of.
Product Manager, AI & Document Intelligence
Remote only • United States
1 week ago
Evan Twidwell
Former chef, current backend/data/analytics engineer. Successfully launched many scalable, distributed data intensive applications.
Scott Pittman
