How has HolistaPlan grown since winning the XYPN FinTech competition in 2019?
Answered at 2:02 in Ep #419: Navigating Success: From Startup to Thriving Enterprise · Behind The Advisor
How has HolistaPlan grown since winning the XYPN FinTech competition in 2019?
In 2019, HolistaPlan was a two-person team consisting of Roger Pine and co-founder Kevin Mosier, with only a part-time contractor providing 10 hours per week. Today, the company has grown to approximately 100 people. Roger emphasizes that while this represents significant growth, 100 employees is still not an enormous number compared to major companies, and the team had to systematically make themselves obsolete in their original roles by bringing in directors and VPs better suited to those functions.
Full answer and detailsRead the whole answer, key facts and every other question from this episode
In short
In 2019, HolistaPlan was a two-person team consisting of Roger Pine and co-founder Kevin Mosier, with only a part-time contractor providing 10 hours per week.
Roger Pine, CEO and co-founder at HolistaPlan · Ep #419: Navigating Success: From Startup to Thriving Enterprise · Behind The Advisor · answer at 2:02
Key takeaways
- In 2019, HolistaPlan was a two-person team consisting of Roger Pine and co-founder Kevin Mosier, with only a part-time contractor providing 10 hours per week.
Quote to remember
“I'm able to be 50x more efficient now in writing code than I was with these AI tools.”
— Roger Pine
The full answer · about 1 min
In 2019, HolistaPlan was a two-person team consisting of Roger Pine and co-founder Kevin Mosier, with only a part-time contractor providing 10 hours per week. Today, the company has grown to approximately 100 people. Roger emphasizes that while this represents significant growth, 100 employees is still not an enormous number compared to major companies, and the team had to systematically make themselves obsolete in their original roles by bringing in directors and VPs better suited to those functions.
Key facts
- 2019: HolistaPlan team size was 2 people (Roger Pine and Kevin Mosier) plus one part-time contractor at 10 hours per week
- Current: HolistaPlan team size is approximately 100 employees
- Roger worked as a financial advisor for 10 years before transitioning to technology
- Roger learned programming as a New Year's resolution in his 30s
- Roger turned 40 and had a midlife crisis that led him to pursue a career focused on writing code