Contact
Email
role · B2B
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Category
Primary
financial-planning · embed-ft 0.48
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Also (top-3)
Tech stack
AI readiness
Compliance (GEO / GDPR)
TLD
Overview
Title
Holistic Finance | Values-Based Investing & Financial Planning
Description
Holistic Finance is where financial strategy meets soulful integrity—offering values-based investing and holistic financial planning to align your wealth with your values.
Final URL
Language
en (content)
Scanned at
2026-06-23 00:00:45