In the news
Explore recent features, interviews, and event recaps highlighting Holistico’s growth and perspective in the fintech space.
June 26, 2025
At the 2025 Morningstar Fintech Showcase, Holistico introduced Holi™ — an AI co-pilot for advisors, built to support real portfolio decisions and compliance workflows.
Read more
May 30, 2025
In this interview, Eugene shares how Holistico was built to bring clarity, simplicity, and human-centered AI tools to modern portfolio management.
Read more
Contact
400 Interpace Parkway Building C, 2nd Floor, Parsippany, NJ, 07054
Join our newsletter 