Holistico
ABOUT
Holistico is an all-in-one investment research platform that empowers individual investors and financial advisors to build, analyze, and optimize portfolios with confidence.
Combining decades of quantitative research with AI intelligence, Holistico offers tools for portfolio scanning, risk calibration, retirement planning, and investment screening — all in one seamless experience.
Our AI assistant, Holi™, transforms complex data into actionable insights. Whether you’re growing your personal wealth or managing client assets, Holistico helps you invest smarter, faster, and with greater clarity.
Holistico Advisor One-Pager
SPECIALIZE IN
- ETFs
- Portfolio Management
- A.I. & Machine Learning
- Marketing & Sales
- Analytics & Reporting
CONTACT INFORMATION
Interpace Parkway Building C, 400, Parsippany, NJ 07054
Website:
Contact:
916-296-8626
info@holisticoinvest.com
