Holistico
Parsippany · Founded 2024
About Holistico
Holistico is an AI-powered co-pilot for the full investment cycle, built by advisors for advisors. Its proprietary assistant, Holi™, streamlines every stage of the advisor workflow ’ from onboarding and portfolio diagnostics to compliance, risk analysis, and personalized strategy generation. By blending academic research, empirical expertise, and AI, Holistico makes investing more seamless, strategic, and stress-free. Whether you’re optimizing a portfolio or building one from scratch, Holistico helps advisors deliver personalized, proactive advice at scale.
Company Facts
- Founded: 2024
- Legal name: Holistico Investment LLC
- Operating status: Operating
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Funding stage: Seed
- Last round: Angel (Jul 2025)
- Website: holisticoinvest.com
- Phone: [email protected]
Social Profiles
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