A breakdown of the 372 companies running Holistiplan.
Top industries
Financial services301
Professional and business services23
Information technology and services9
Construction and building5
Hospitality and travel4
Media and telecommunications4
Not for profit4
Education and training3
No industry recorded: 11
Company size
1–1081 (24%)
11–5096 (28%)
51–25094 (28%)
251–50039 (11%)
501–1,00011 (3%)
1,001–5,00016 (5%)
5,001–10,0001 (<1%)
10,001+3 (1%)
Share of companies with a recorded size, by employees.
No size recorded: 31
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Frequently asked questions
About the Holistiplan data on this page.
How many companies use Holistiplan?
Firmable holds confirmed Holistiplan detections for 372 distinct companies, 123 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.
Which companies use Holistiplan?
Generational Group, Kestra Financial and Allworth Financial are among the most prominent in the current set.
What industries use Holistiplan?
Financial services, professional and business services and information technology and services lead the set, across 15 industries in total.
What size companies use Holistiplan?
Adoption concentrates in the 11-50 employee band, across the companies whose size is recorded.
Where are Holistiplan users based?
The United States, Canada, Australia and Indonesia account for most detections, across 13 countries.
How current is this data?
123 companies were confirmed in the last 90 days. Last detection 19 September 2026.
