Holistic Advisors logo
VerifiedFinancial Services· Founded 2023

Holistic Advisors

Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives. Our 360° vision accompanied by the institutional experience of our strategic partners allow us to identify specific opportunities, executing a personalized strategy.

7-day free trial · no credit card

Employees14(11 to 50)Founded year2023Websiteholisticadvisors.mxLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

14

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 6 verified contacts at Holistic Advisors

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

6 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 1 of 6 verified contacts

Top roles at Holistic Advisors

5 distinct titles indexed · top 5 shown.

  • 2financial advisor
  • 1asesor financiero
  • 1asistente directivo
  • 1client associate
  • 1managing partner

Sign up to unlock all 6 contacts at Holistic Advisors

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 6 verified contacts at Holistic Advisors

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Holistic Advisors | Kipplo Discover