In the news
Explore recent features, interviews, and event recaps highlighting Holistico’s growth and perspective in the fintech space.
August 21, 2025
Holistico joins Wealth Engineering’s Consortium to offer a full investment cycle AI co-pilot to 2,150+ advisory firms.
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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.
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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.
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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.
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