COLLEGE STATION, TX / ACCESS Newswire / March 26, 2026 / Holistiplan, the leading financial planning software platform used by tens of thousands of advisors nationwide, today announced the appointment of Stephen Langlois to its Board of Directors.

Langlois brings decades of leadership experience across major wealth management firms and innovative fintech companies. He currently serves as Managing Principal of Seaport Consulting Partners and most recently served as President of Kestra Financial, a private equity-backed wealth management platform supporting more than 1,700 independent financial professionals delivering comprehensive financial planning and investment advisory services. Under his leadership, Kestra's revenue grew 61% over four years and NPS doubled to record levels.

Langlois also spent nine years at Fidelity Investments, where he held senior leadership roles including Head of Distribution Strategy for Fidelity Institutional and Head of Strategic Business Development for Fidelity Wealth Technologies. He led Fidelity's acquisition of eMoney and later served as Chief Revenue Officer of the company, helping scale the platform across the RIA, broker-dealer, bank, and insurance channels.

"Stephen brings deep operating experience across the wealthtech ecosystem and a strong track record of scaling platforms that empower financial professionals," said Roger Pine, CFA^®, CFP^®, CEO and Co-Founder of Holistiplan. "As Holistiplan continues to expand its capabilities and reach more advisors, Stephen's understanding of how enterprise firms, aggregators, and independent advisors evaluate and adopt wealthtech will be invaluable to our board."

"Tax planning has become a core pillar of financial advice, and Holistiplan has played a significant role in making it easier and more scalable for advisors," Stephen Langlois said. "I'm excited to work with the team to expand market share and deepen advisor adoption as they continue building tools that help advisors deliver more comprehensive planning and better outcomes for their clients."

Langlois previously held leadership roles at LPL Financial and Bain & Company and has advised numerous fintech and financial services organizations on strategy and growth. He earned an MBA from the Tuck School of Business at Dartmouth College and a BA from Colby College.

About Holistiplan

Holistiplan is a financial planning software platform designed to help financial advisors and CPAs deliver more comprehensive tax, insurance, and estate planning services. Built by CFP^® professionals, Holistiplan synthesizes complex financial data into intuitive insights that improve advisor efficiency and client outcomes.

Contact Information

Alanna O'Connell
Marketing Manager
alanna.oconnell@holistiplan.com

SOURCE: Holistiplan