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Holistiplan Announces Investment by Lead Edge Capital


Vista Point Advisors is pleased to announce the investment in Holistiplan, a top tax planning software provider, by Lead Edge Capital. Vista Point Advisors acted as the exclusive financial advisor to Holistiplan.

About Holistiplan

Holistiplan is an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. Their award-winning solution uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. The financial professional can then run various scenarios to determine various future outcomes.

About Lead Edge Capital

Lead Edge Capital is a growth equity investment fund based in New York City and Santa Barbara, making software, internet, consumer, and tech-enabled services investments globally. Lead Edge leverages an investor base of over 500 strategic individuals to help companies, connecting customers, partners, talent, and advisors to accelerate success. Lead Edge invests $10 million to $200 million across private and public technology companies.

About Vista Point Advisors

Vista Point Advisors is a boutique investment bank that focuses on advising middle-market companies in the software, internet, and tech-enabled services industries. Our strategy is to partner with growing and profitable businesses that are interested in understanding their options in the marketplace. We focus exclusively on sell-side M&A and capital raising transactions. Vista Point Advisors is headquartered in San Francisco, California.

Modified on Aug 11, 2023