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Companies / Holistiplan / OpenAI

Does Holistiplan use OpenAI?

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.

How we know

Subprocessor listNamed as OpenAI, Inc. (ChatGPT Business or Enterprise)Processes data for the company13 Nov 2026Source
Privacy policyNamed as OpenAI, Inc.Processes data for the company13 Nov 2026Source

About Holistiplan

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.

Finance and accounting software

What else Holistiplan uses

Holistiplan has evidence for 22 vendors. The strongest:

HubSpotGoogle WorkspaceAmazon Web ServicesAnthropicChargebeeSlackStripeCloudflare

See the full Holistiplan tech stack

Other companies using OpenAI

All 3,355 companies using OpenAI

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