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Companies / Holistiplan

Holistiplan tech stack

holistiplan.com

Holistiplan provides software for tax planning, insurance planning, and estate planning. It serves financial advisors and tax professionals.

Summarized from its homepage on 6 Nov 2026.

Classified asFinance and accounting software

The Holistiplan homepage

Vendors of Holistiplan and the evidence for each

Holistiplan declares 9 subprocessors, including AI providers Anthropic, OpenAI.

VendorCategoryEvidenceLevel
HubSpotCRM and salesConfirmed
Subprocessor listNamed as HubSpot, Inc. · Processes data for the company6 Nov 2026Source
Privacy policyNamed as HubSpot, Inc. · Processes data for the company6 Nov 2026Source
Websitescript: //js.hs-scripts.com/8752285.js6 Nov 2026Source
Companies using HubSpot
Google WorkspaceProductivityConfirmed
Subprocessor listProcesses data for the company6 Nov 2026Source
Websitemx: aspmx.l.google.com.6 Nov 2026Source
Companies using Google Workspace
Amazon Web ServicesCloud and infrastructureConfirmed
Subprocessor listNamed as Amazon Web Services, Inc. (AWS) · Processes data for the company6 Nov 2026Source
Privacy policyNamed as Amazon Web Services, Inc. · Processes data for the company6 Nov 2026Source
Companies using Amazon Web Services
AnthropicAI and LLM providersConfirmed
Subprocessor listNamed as Anthropic, PBC (Claude) · Processes data for the company6 Nov 2026Source
Privacy policyNamed as Anthropic, PBC · Processes data for the company6 Nov 2026Source
Companies using Anthropic
ChargebeeFinance and ERPConfirmed
Subprocessor listNamed as Chargebee, Inc. · Processes data for the company6 Nov 2026Source
Privacy policyNamed as Chargebee, Inc. · Processes data for the company6 Nov 2026Source
Companies using Chargebee
OpenAIAI and LLM providersConfirmed
Subprocessor listNamed as OpenAI, Inc. (ChatGPT Business or Enterprise) · Processes data for the company6 Nov 2026Source
Privacy policyNamed as OpenAI, Inc. · Processes data for the company6 Nov 2026Source
Companies using OpenAI
SlackProductivityConfirmed
Subprocessor listNamed as Slack Technologies, LLC · Processes data for the company6 Nov 2026Source
Privacy policyNamed as Slack Technologies, LLC · Processes data for the company6 Nov 2026Source
Companies using Slack
StripePaymentsConfirmed
Subprocessor listNamed as Stripe, Inc. · Processes data for the company6 Nov 2026Source
Privacy policyNamed as Stripe, Inc. · Processes data for the company6 Nov 2026Source
Companies using Stripe
Canopy ConnectConfirmed
Subprocessor listProcesses data for the company6 Nov 2026Source
CloudflareCloud and infrastructureLikely
Websiteheader: cf-ray: a564b8682c43e9dd-LAX6 Nov 2026Source
Companies using Cloudflare

12 more vendors

See Holistiplan's full stack and the source for every claim.

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Questions about Holistiplan

Does Holistiplan use Anthropic?Does Holistiplan use OpenAI?

Vendor's own statement, retrieved from the source URL on the date shown. StrataDB does not verify the underlying claim. Data sources.

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