Holistiplan
👤 Roger Pine & Kevin Lozer (Pine, a 10-yr advisor, taught himself to code; Lozer another advisor. They automated the tax review they'd done by hand.)🌐 site𝕏LinkedIn
Pine's consumer app made $0. He repointed it at advisors, and automating their clients' tax-return reviews was the win.
Will it work? · our read
Category owned. No trick here. A 10-year advisor built the exact tool his peers needed, then let users pull him toward a full suite. Trust and speed, not a moat.
01How the money moves
Advisor uploads a client's tax return (1040 PDF)
→
OCR + algorithm write a client-ready report in about 1 min
→
Firm pays $749-$15,499/yr, tiered by household count (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%) (monthly billing also offered; annual saves 16%)
02The numbers
$6.5MEstimateest. rev · 39% US share
2025
the sentence on the page
, Texas , United States holistiplan.com Tax Practice Management Software Valuation $19.5M 2025 Revenue $6.5M (Est.) Funding $0 Team 59 Founded 2019 Company Revenue Valuation and Funding Founder and…
Revenue is a third-party Latka estimate, not founder-disclosed. Share and user counts are from the 2026 T3 survey. 2026 T3 Software Survey
Latka-est. $6.5M revenue (2025). 50k+ users, 39% US tax-software share, bootstrapped then Lead Edge minority stake (2023).
🔒
You have the verdict. Members get the work behind it.
- The CENTS scorecard — where it's strong, where it's soft
- The founder's key move, and the counter-move
- How it could die — the evidence, and how sure we are
- The case against our own call
- A 🚀 launchpad prompt — the case, as a plan for your business
We rate our own confidence — and argue against ourselves. Nobody else in this category does.
Sources always public on all 560 cases · cancel anytime · 14-day refund
See a full teardown, free → ImportYetiSourcesSources last checked 25 August 2026
PR Newswire -- 20,000-advisor milestone, founders, OCR, T3 #1 (Jun 2023).Newswire -- 38.92% share in 2026 T3/Inside Information Software Survey, 50k+ users, 20M+ pages.RTS podcast -- Pine's origin: failed consumer app, pivot to advisors, 45 min to 1 min.Latka -- third-party revenue estimate ($6.5M, 2025). Not founder-disclosed.Holistiplan pricing -- household-tiered $749-$15,499/yr, annual only.
First-party: the 20,000-advisor milestone (Jun 2023 PR), the 38.92% category share and 50k+ users / 20M+ pages (2026 T3/Inside Information Software Survey), and the 45-min-to-1-min claim (Pine's own podcast). Lead Edge Capital took an undisclosed minority stake in Sept 2023; the company was bootstrapped before that. Revenue ($6.5M, 2025) is a third-party Latka ESTIMATE, NOT founder-disclosed -- marked EST/unverified. The 'one job first' pivot is documented; 'most-hated task' is our read. We never score you.