Identity graph
Holistico headquarters, locations and relationships
- Legal name
- Holistico Investment LLC
- Industry
- Software
- Founded
- 2024
- Phone
- +1 646 647 0405
- Website
- holisticoinvest.com
- LinkedIn profile for Holistico
Holistico office locations
| City | State / region | Country | Type |
|---|---|---|---|
| Parsippany | New Jersey | United States | Headquarters |
| São Paulo | São Paulo | Brazil | Office |
| Kingston upon Thames | England | United Kingdom | Office |
| Nottingham | England | United Kingdom | Office |
| New York City | New York | United States | Office |
- Parent company
- No parent company recorded in GraphIQ.ai.
Verified from public filings, company websites and news · Methodology
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Products, services and certifications.
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News (available after sign-in)
Recent coverage and signals, resolved to the entity.
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Subsidiaries, people and lookalike companies.
Who uses the Holistico entity
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Revenue and GTM teams
Territories, enrichment and account expansion on one resolved account.
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Corporate family, comparable companies and deal sourcing.
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Suppliers, sites and partners mapped to the right legal entity.
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Government
About Holistico
Holistico is headquartered in Parsippany, New Jersey, United States. Founded in 2024, the company has 5 recorded locations across 3 countries and employs approximately 8 people worldwide.
Where is Holistico's main office?
Holistico's main headquarters office is located at 400 Interpace Parkway Building C 2nd Floor, Parsippany, New Jersey 07054, United States. This is the company's primary corporate address.
Holistico regional offices
Beyond its headquarters in Parsippany, Holistico has recorded locations in United States, Brazil and United Kingdom.
Holistico contact information
The main switchboard for Holistico headquarters can be reached at +1 646 647 0405. Official website: holisticoinvest.com.
What does Holistico do?
Holistico is an AI-powered co-pilot for the full investment cycle, built by advisors for advisors. Its proprietary assistant, Holi™, streamlines every stage of the advisor workflow — from onboarding and portfolio diagnostics to compliance, risk analysis, and personalized strategy generation. By blending academic research, empirical expertise, and AI, Holistico makes investing more seamless, strategic, and stress-free. Whether you’re optimizing a portfolio or building one from scratch, Holistico helps advisors deliver personalized, proactive advice at scale.
One entity, every stage
Put Holistico to work across your revenue bowtie
- Target Define the market Build the account list from companies shaped like your best customers, Holistico included. Fingerprint search
- Cover Plan territories Holistico's 5 locations roll up to one account, so it lands in one territory, once. Territory planning
- Engage Act on timing Leadership changes, funding and M&A arrive linked to the account, not a loose headline. Signal monitoring
- Convert Close on a resolved record Inbound and closed-won attach to one CRM record, with no duplicates to merge. CRM enrichment
- Retain Ground every answer Customer teams and AI agents answer from the same entity, with a source and a date. AI agent data layer
- Expand Find the next buyer inside Follow subsidiaries and divisions to the next team that can buy. Account expansion
About the source
What is GraphIQ.ai?
A B2B identity graph. It resolves each organization into one verified entity and maps its parent and subsidiaries, employees, competitors and news signals. Revenue teams use it in the product; AI agents query it through the REST API and MCP server.
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Holistico: frequently asked questions
Where is Holistico headquarters?
400 Interpace Parkway Building C 2nd Floor, Parsippany, New Jersey 07054, United States.
What is Holistico's phone number?
+1 646 647 0405 (headquarters).
When was Holistico founded?
2024.
How many employees does Holistico have?
About 8, as of October 2026 (GraphIQ.ai estimate).
How many offices does Holistico have?
5 locations across 3 countries, including São Paulo, Kingston upon Thames, Nottingham, New York City.
Questions about GraphIQ.ai
Is GraphIQ.ai a list of companies like a spreadsheet?
No. Each organization resolves to one verified entity linked to its parent, subsidiaries, people and signals, so Holistico here is the same Holistico in your CRM, territory plan and agent answers.
Where does this Holistico data come from?
Public filings, company websites and news, resolved to one entity and continuously updated.