Trust Center Database / Finance, Accounting & Billing / Holistiplan

Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.

Certifications

SOC 2 Type 2CCPA/CPRAISO 27001ISO 42001NIST CSFU.S. Data Privacy

Solid blue = certification confirmed · light blue = shown on trust center · dashed = claimed only

Trust center

ProviderVanta
Verification confidence100%
ISO 27001 editionNo current edition evidenced

Verification

Verified 9 August 2026. Ownership and provider confirmed via DNS fingerprint and public evidence.