Holistiplan Subprocessors
Holistiplan is award-winning software for financial planners and investment advisors that systematizes and automates review of client financial documents to find planning opportunities. It uses OCR to read uploaded documents and generate client-ready reports, and lets professionals run scenarios to determine future outcomes.
- Subprocessors
- 17
- Locations
- 2
- Categories
- 12
- Last scanned
| Name | Category | Purpose | Location | Data processed |
|---|---|---|---|---|
| Amazon Web Services ↗ | Cloud Infrastructure | Cloud Hosting [Sub-Processor] | U.S. East-1 Virginia | Customer Submitted Data |
| Canopy Connect ↗ | Insurance Verification | Insurance verification | – | Advisor Initiated Customer Submitted Data |
| Prizm ↗ | Reviews | Insurance reviews | – | Advisor Initiated Customer Submitted Data |
| Airbyte ↗ | Data Platform | Data storage and processing | – | Operational Data |
| Anthropic ↗ | AI | Artificial intelligence assistant | – | Operational Data |
| Forethought.ai ↗ | AI | Customer support AI agent | – | Operational Data |
| Google Workspace ↗ | Productivity | Cloud-based productivity suite | – | Operational Data |
| Hubspot ↗ | CRM | CRM | – | Operational Data |
| Loom ↗ | Video | Collaboration | – | Operational Data |
| Metabase ↗ | Analytics | Data analytics | – | Operational Data |
| Notion ↗ | Productivity | Collaboration | – | Operational Data |
| OpenAI ↗ | AI | Artificial intelligence assistant | – | Operational Data |
| Pendo ↗ | Analytics | Data analytics | – | Operational Data |
| Slack ↗ | Communications | Collaboration | – | Operational Data |
| Snowflake ↗ | Data Warehouse | Data storage and processing | – | Operational Data |
| Stripe ↗ | Payment Processing | Payment processing | – | Operational Data |
| Zoom ↗ | Video | Collaboration | – | Operational Data |
No subprocessors match your filters.
November 9, 2026
+17 added
- + Amazon Web Services (Cloud Infrastructure)
- + Canopy Connect (Insurance Verification)
- + Prizm (Reviews)
- + Airbyte (Data Platform)
- + Anthropic (AI)
- + Forethought.ai (AI)
- + Google Workspace (Productivity)
- + Hubspot (CRM)
- + Loom (Video)
- + Metabase (Analytics)
- + Notion (Productivity)
- + OpenAI (AI)
- + Pendo (Analytics)
- + Slack (Communications)
- + Snowflake (Data Warehouse)
- + Stripe (Payment Processing)
- + Zoom (Video)