What else does Holistiplan use?

HubSpot, Google Workspace, Amazon Web Services, Anthropic and OpenAI, among 22 vendors we hold evidence for.

Which other companies use Chargebee?

Agilio Software, Ahrefs, Airmeet, Airtime and AiSensy, among 136 companies with public evidence.

Yes. We hold strong evidence for this. Evidence: Subprocessor list, Privacy policy.

Yes

We hold strong evidence for this.

The company names it in its own subprocessor list, a statement that this vendor handles its customers' data.
The company's privacy policy names it as a processor, controller or partner.

Subprocessor listNamed as Chargebee, Inc.Processes data for the company13 Nov 2026Source

Privacy policyNamed as Chargebee, Inc.Processes data for the company13 Nov 2026Source

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.

Holistiplan has evidence for 22 vendors. The strongest:

See Holistiplan's full stack with a source for every vendor, and ask the same question about any company from the API, Claude or your browser.