Lead Edge Capital Invests in Holistiplan
August 11, 2023
Lead Edge Capital, a growth equity firm, has made an investment in Holistiplan, a tax planning software provider for financial advisors. Vista Point Advisors served as exclusive financial advisor to Holistiplan on the transaction.
- Buyers
- Lead Edge Capital
- Targets
- Holistiplan
- Industry
- Software
- Location
- Texas, United States
- Transaction Type
- Growth capital
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