Holistic

What Holistic does

Holistic is a Chicago-based people analytics and DEI consulting firm founded in 2018 that helps organizations measure and improve employee engagement, diversity, equity, and inclusion outcomes. The company's flagship offering, the Full Holistic Analysis, is a three-month audit that combines organizational DNA mapping, empirical employee data collection, and sentiment analysis to produce a proprietary Holistic Index Score. The technology stack includes pulse surveys, 360 reviews, demographic analysis tools, talent pipeline tracking, compensation equity analysis, and the StayAhead turnover projection tool. Survey delivery is built on the Qualtrics platform, with Holistic layering its own scoring methodology and consulting services on top.

Holistic operates a platform-plus-consulting model with two primary revenue streams. Month-to-month subscriptions start at $3,500/month and bundle access to all proprietary tools with a Fractional DEI Resource consultant assigned to the client. Professional services engagements, including the Full Holistic Analysis, DEI Analysis, and Leadership Development trainings, are sold either standalone or as part of subscription packages; trainings can also be purchased as single sessions. Free topical pulse surveys covering COVID-19, Race in the Workplace, and Neurodiversity function as lead-generation tools.

The company serves organizations ranging from nine employees to over 50,000, with stated focus on technology firms, professional services, and nonprofit organizations. Visible named clients include Yello, Imerman Angels, and Live United Chicago. Go-to-market is sales-led and consultative, supported by a partner and referral network that includes BuiltIn Chicago, ITA, Northwestern, the Chicagoland Chamber of Commerce, and The Union League. The company is led by co-founders Tom Alexander (CEO) and Matt Massucci and operates with a headcount of 11-50; no external funding rounds have been disclosed.

Name

Holistic

Legal name

Holistic

Website

https://holisticindex.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Holistic is a Chicago-based people analytics and DEI firm that uses proprietary tooling, including its Holistic Index Score and StayAhead turnover projection, to measure engagement and equity for organizations ranging from small nonprofits to enterprises of 50,000+ employees.

Ownership category

akta.pro rank

Product category

HR Analytics and DEI Consulting

NAICS

Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

People Analytics, Assessment & Psychometrics Consulting (BPAHAGAH)

Keywords

• Employee experience analytics
• Diversity equity inclusion consulting
• People analytics platform
• Workforce engagement surveys
• Organizational health assessment

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Subscription Services: Month-to-month subscription model providing ongoing consulting resources and access to all Holistic technologies. Includes Fractional DEI Resource consultants and regular data analyses with benchmarking. Clients can customize their subscription with various components.
2. Full Holistic Analysis: Three-month comprehensive audit of employee experience combining organizational DNA, empirical data, and sentiment data to produce targeted recommendations and a Holistic Index Score. Can be delivered as part of subscription or as standalone engagement.
3. Training and Workshops: Leadership development and training programs available as single sessions or as part of comprehensive engagement. Custom training development offered based on client needs.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Holistic is a people experience and HR analytics firm that sells a proprietary, data-driven platform combined with consulting services. Its flagship offering is the Full Holistic Analysis, a three-month audit that combines organizational DNA mapping, employee engagement surveys, sentiment data, values analysis, leadership reviews, and compensation/pay equity analysis to produce a proprietary Holistic Index Score. The company packages ongoing access to its analytics tools, pulse survey library, and a Fractional DEI Resource consultant through a month-to-month subscription, supplemented by standalone training workshops and complimentary workforce risk assessments such as StayAhead.

Product overview

Holistic is a people experience and HR analytics firm offering a platform-plus-consulting model. The core product is the Full Holistic Analysis—a three-month audit combining organizational DNA mapping, employee engagement surveys, values analysis, leadership surveys, and compensation/pay equity analysis to generate a proprietary Holistic Index Score. This flagship offering is complemented by Employee Engagement surveying services and DEI Analysis workshops. The Subscription Model bundles ongoing Fractional DEI Resource consulting with full access to all proprietary tools including Pulse Surveys, People-First Demographic Tool, Holistic Pipeline Tool, Workforce Diversity Calculator, and Internal Compensation Equity Analysis. The company also offers complimentary resources including Turnover Projection (StayAhead), free pulse surveys on DEI topics, and Leadership Development and Training programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Full Holistic Analysis Three-month audit of a client's employee experience combining organizational DNA mapping, empirical data, and sentiment data to produce targeted recommendations and a proprietary Holistic Index Score. Sold to organizations seeking to diagnose and improve their people experience.
• Holistic Subscription Model Recurring month-to-month subscription that bundles a Fractional DEI Resource consultant with full access to Holistic's proprietary analytics tools (demographic, pipeline, diversity, compensation equity, and pulse surveys) and ongoing data analyses with benchmarking. Sold to organizations needing continuous DEI and employee experience support.
• Employee Engagement Suite of employee sentiment gathering tools (pulse surveys, 360-degree reviews, entrance/exit surveys, and focus groups) that organizations use to hear employee voices and address workforce challenges.
• DEI Analysis & Executive Goal-Setting Session Consulting engagement that helps organizations assess their current DEI state, facilitates executive workshops, and produces actionable DEI goals and timelines.
• Holistic Public Facing Report Customizable real-time transparency report that translates Holistic's employee experience insights into a public-facing document organizations use to communicate their story and progress.
• Leadership Development and Training Training programs and leadership development support that work directly with leaders and team members to build practical day-to-day management skills using real-life scenarios. Available as single sessions or within comprehensive engagements.
• Values Analysis Analysis and strategy development that helps organizations understand organizational values fluency and improve recognition and attention to stated values.
• Turnover Projection (StayAhead) 30-day workforce risk assessment that predicts turnover using the client's own data, identifies risk areas, and recommends early interventions; offered as a complimentary entry engagement.
• Pulse Surveys Library of over 200 proprietary surveys across 65 topics that gauge real-time employee sentiment and engagement drivers for client organizations.
• Free Pulse Surveys Complimentary publicly available pulse surveys covering Company Values, Transparency, Product/Service, Communications, and Work From Home, designed to demonstrate methodology and generate leads.
• Race in the Workplace Pulse Survey Free publicly available DEI pulse survey assessing workplace diversity, equity, and inclusion culture, including bias awareness and microaggressions components.
• Navigating COVID-19 Pulse Surveys Free pulse surveys covering COVID-19 work-from-home experiences and employee readiness for returning to the workplace.
• Neurodiversity in the Workplace Survey Public survey designed for neurodivergent individuals to assess workplace support and understanding, accompanied by focus group opportunities.

Quantifiable outcome

• Three-month comprehensive analysis producing Holistic Index Score with actionable recommendations
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

14 partnerships are on record, tiered minor.

• BuiltIn ChicagominorGTM or Marketing PartnerHub for startups and tech companies in the Chicagoland region. Platform for job listings, tech news, and events. Companies can post position openings.
• Inspirant GroupminorImplementation/ SI/ Consulting PartnerConsulting firm specializing in guiding large firms through business, technology, and L&D transformations with a collaborative approach.
• ITA (Illinois Technology Association)minorGTM or Marketing PartnerProvides innovative business services enabling Illinois technology companies to scale through collaboration, education, talent development and industry visibility.
• Gender Equality in Tech (GET) CitiesminorStrategic or Co-development PartnerInitiative designed to accelerate the representation and leadership of women in tech to meet industry demands.
• NAWBO (National Association of Women Business Owners)minorGTM or Marketing PartnerSupports women entrepreneurs through economic development, public policy advocacy, and business culture transformation.
• Northwestern University SIGPminorGTM or Marketing PartnerSummer Internship Grant Program providing financial support to students in unpaid internships who demonstrate financial need.
• StoryboltminorStrategic or Co-development PartnerInclusion training company using storytelling to foster empathy with science-backed methods for soft skills training.
• Chicagoland Chamber of CommerceminorGTM or Marketing PartnerRepresents over 1,000 businesses as Chicago's most influential business organization driving a dynamic economy.
• Executives' Club of ChicagominorGTM or Marketing PartnerChicago's premier membership and business forum providing networking, relationship development, and global business exposure.
• Kaleidoscope GroupminorStrategic or Co-development PartnerBuilds customized Diversity & Inclusion strategies and solutions with a belief that effective DEI efforts require tailored approaches.
• Baumhart CenterminorGTM or Marketing PartnerPrepares leaders to tackle society's challenges through education, programs, and research. Signature initiative is the Baumhart Scholars MBA.
• Flatiron SchoolminorGTM or Marketing PartnerProvides in-person and online classes for careers in tech including Software Engineering, Cybersecurity, Data Science, and Product Design.
• Polsky CenterminorGTM or Marketing PartnerSupports student entrepreneurship, venture capital and private equity training, and local Chicago community business development.
• Sales AssemblyminorGTM or Marketing PartnerProvides growth-stage B2B tech companies with training, certifications, tools, programs, resources, strategy, and network through membership model.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CultureAmp: CultureAmp is an employee engagement and people analytics platform offering surveys, performance, and DEI tools. It directly overlaps with Holistic's employee engagement surveys, pulse surveys, and DEI analysis offerings for mid-market and enterprise customers.
• Lattice: Lattice provides a people management platform spanning performance, engagement, and DEI. Its engagement surveys and people analytics compete head-to-head with Holistic's pulse surveys and Holistic Index Score, particularly for technology and mid-market customers.
• 15Five: 15Five is an employee engagement and performance management platform offering pulse surveys, 360 reviews, and people analytics. It targets similar mid-market customers and overlaps directly with Holistic's employee sentiment gathering and engagement measurement capabilities.

Broad incumbents

• Workday Peakon Employee Voice: Workday Peakon is an enterprise-scale employee engagement and listening platform bundled into Workday's broader HCM suite. It competes with Holistic's pulse survey and engagement offerings, particularly for large enterprise customers already standardized on Workday.
• Qualtrics (Employee Experience): Qualtrics provides enterprise experience management including employee engagement, DEI, and pulse survey solutions. Notably, Holistic relies on Qualtrics technology for its own pulse surveys, making Qualtrics both a dependency and a direct broader competitor for enterprise employee experience programs.
• Visier: Visier is a people analytics and workforce planning platform offering DEI, compensation equity, and engagement analytics. It competes with Holistic's Workforce Diversity Calculator, Internal Compensation Equity Analysis, and Holistic Index Score at the enterprise analytics layer.
• Glint (LinkedIn): Glint, now part of LinkedIn Talent Solutions, is an enterprise employee engagement and people analytics platform. It overlaps with Holistic's employee sentiment, engagement, and DEI analytics offerings for large enterprises.

Emerging players

• Leapsome: Leapsome is a people enablement platform combining performance, engagement surveys, and DEI analytics. It targets similar mid-market and technology customers as Holistic, with overlapping pulse survey and people analytics capabilities.
• TINYpulse: TINYpulse is an employee engagement and feedback platform focused on pulse surveys and anonymous employee feedback. It overlaps directly with Holistic's pulse survey and sentiment gathering offerings, particularly for smaller organizations.
• Kaleidoscope Group: Kaleidoscope Group is a DEI consulting firm that builds customized Diversity & Inclusion strategies and solutions. It is also listed as a Holistic partner and represents the closest consulting-led analogue to Holistic's DEI strategy and analysis engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/HolisticIndex
• Facebookfacebook.com/holisticindex
• LinkedInlinkedin.com/company/holistic-index

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Holistic