Share
Stax is pleased to congratulate Lead Edge Capital on its recent investment in Holistiplan, a tax planning technology solution for financial professionals. We are proud to have provided our investment advisory services to support Lead Edge.
Holistiplan is an award-winning tax planning software designed to streamline and automate the tax review process for financial planners and investment advisors. Founded by industry experts, it employs optical character recognition (OCR) to analyze tax returns and generate client-ready reports, facilitating faster and more effective financial planning.
About Stax
Stax is a
global management consulting firm
serving corporate and
private equity clients across a
broad range of industries including software/technology, industrials, business and information services, healthcare and HCIT, consumer, and tradeshows and events.
Read More
