Holistico
HQ Address
400 Interpace Parkway Building C, 2nd Floor, Parsippany, NJ 07054, United States
Website Address
Business introduction
Serious about wealth? So are we
For individuals, advisors, and institutions who demand more – the Holistico toolkit is designed for you
The future of wealth is yours
Made just for you
Driven by decades of academic thinking combined with empirical expertise – and powered with AI backing – Holistico sets the pace for personalized investing.
Have a quant in your corner
Holistico distills thousands of financial data points based on a unique portfolio into one clear, actionable plan.
Invest like a visionary
Holistico’s robust next-gen toolkit was built to preserve and grow wealth – your way.
Holistico Solutions
Holi™
Holistico’s AI assistant Holi™ transforms investment research into actionable recommendations. Instant portfolio analysis Generates structured insights based on market conditions and portfolio data. Tailored investment suggestions Provides data-backed recommendations for portfolio optimization. Time-saving automation Reduces manual research and enhances decision-making efficiency....
