SP

Scott Pittman

Chief Technology Officer

Holistiplan

Austin, Texas


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Holistiplan
Industry
financial services
Employees
69.0
Seniority
C suite
Annual Revenue
4500000.0

Professional Summary

Scott Pittman serves as Chief Technology Officer at Holistiplan. Holistiplan operates in the financial services sector with approximately 69.0 employees. The company is headquartered in Austin, Texas. Holistiplan generates annual revenue of 4500000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 6,856 executive contacts are available in Texas.
  • Our database includes 201,469 c suite-level executives.

Technologies

Route 53 Gmail Google Apps Amazon AWS Hubspot WP Engine React Remote Basis

Keywords

tax planning insurance planning estate planning financial advisors financial planning software integrations tax reports scenario analysis charitable giving tax efficient withdrawals roth conversions coverage gaps risk management client insights fast financial planning data-driven advice wealth management tax liabilities automated data sync client relationship management financial documents comprehensive planning tools financial goals tax impact projections personalized recommendations client engagement electronic signatures digital compliance financial planning integration real-time data analysis advisor support client education beneficiary management insurance evaluation financial health assessments compliance solutions financial planning resources digital asset management savings strategies risk assessment tax efficiency wealth transfer client retention intelligent insights cash flow projections accountability tools financial literacy process automation financial analysis tools flexible planning law practice legal services investment management financial services

Related Executives

IC
Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코
JS
Jeff Sekinger Chief Executive Officer at 0 Percent
RF
Rehana Farrell Chief Executive Officer at 100 Women In Finance
KB
Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance
AA
Alan Akina CEO at 101 Financial

Outreach Guidance — financial services Sector

Financial services executives like Scott Pittman prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Frequently Asked Questions

How do I reach Scott Pittman directly?

Scott Pittman's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Holistiplan. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Scott Pittman work for?

Scott Pittman is Chief Technology Officer at Holistiplan, a company in the financial services sector with 69.0 employees. The company is based in Austin, Texas.

Can I pitch or sell to Scott Pittman?

As Chief Technology Officer at Holistiplan, Scott Pittman is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Scott Pittman directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Scott Pittman in?

Scott Pittman works in the financial services industry as Chief Technology Officer at Holistiplan. MessageCEO provides verified contact information for executives across all major industries.

Is Scott Pittman's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Scott Pittman's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: May 17, 2026

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans