In the news
Explore recent features, interviews, and event recaps highlighting Holistico’s growth and perspective in the fintech space.
November 13, 2025
What happens in Vegas… shapes wealthtech. Holistico’s Advise AI 2025 takeaways: why data, compliance, and a trusted AI co-pilot are what matter most.
Read more
August 19, 2025
Discover how Holistico empowers advisors with AI. Eugene Yashin discusses Holi™, the advisor’s AI co-pilot, transforming RIA efficiency and AUM growth.
Read more
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 