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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