About Creative Planning
Creative Planning is a company based in Overland Park (United States) founded in 1983. Creative Planning has raised $15.66 million across 3 funding rounds from investors including TPG and General Atlantic. Creative Planning has completed 33 acquisitions, including America's Best 401k, BerganKDV and Castle Wealth Advisors. Creative Planning offers products and services including Wealth Management, Investment Management, and Financial Planning. Creative Planning operates in a competitive market with competitors including Alera Group, Focus Financial Partners, Wintrust, Raymond James and High Tower, among others.
- Headquarter Overland Park, United States
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Sectors
Financial Services
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Email
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Phone
Locked
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$15.66 M (USD)
in 3 rounds
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Latest Funding Round
Not available
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Investors
TPG
& 1 more
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Employee Count
Not available
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Investments & Acquisitions
America's Best 401k
& 32 more
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Products & Services of Creative Planning
Creative Planning offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, and Financial Planning.
Optimizes investments and taxes for U.S. expats abroad
Provides customized plans for cross-border investing needs
Assists with tax and estate planning for multinational families
People of Creative Planning
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Funding Insights of Creative Planning
Creative Planning has successfully raised a total of $15.66M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Creative Planning
Creative Planning has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include TPG and General Atlantic.
| Investor | Description | Founded Year | Domain | Location |
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Fund of funds focused on pre-seed and seed-stage companies
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Private equity fund focused on global markets
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Investor details for Creative Planning
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Investments & Acquisitions by Creative Planning
Creative Planning has strategically engaged in corporate development activities, having acquired 33 companies. Notable acquisitions include America's Best 401k, BerganKDV and Castle Wealth Advisors.
Investment portfolio details for Creative Planning
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Limited information available
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Provider of financial & tax planning, wealth management, and investment consulting services
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Financial analysis, advisory, and investment services are provided.
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Locked | Locked | 2013 | Locked |
Complete acquisition details for Creative Planning
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Creative Planning
Detailed financials for Creative Planning
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- Profit trends
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Creative Planning Comparisons
Peer comparison for Creative Planning
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Competitors of Creative Planning
Creative Planning operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Alera Group, Focus Financial Partners, Wintrust, Raymond James and High Tower, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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HR, insurance, and liability services are provided by Alera Group.
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Business consulting services are provided to banks and lending institutions.
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Bank offering diversified financial services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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Detailed competitors of Creative Planning
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- Full company profiles
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Latest news on Creative Planning
Complete news archive for Creative Planning
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- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Creative Planning
Creative Planning was founded in 1983 and raised its 1st funding round 37 years after it was founded.
Creative Planning is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Creative Planning is a funded company, having raised a total of $15.66M across 3 funding rounds to date.
Creative Planning was established in 1983 and is headquartered in Overland Park, United States. Wealth management services are delivered by the firm, encompassing financial planning, investment management, and advisory support within the financial sector. Operations focus on serving high-net-worth individuals and institutions across the country. Key personnel, such as Audit Partner Ryan Engelstad, contribute to oversight and compliance efforts.
Creative Planning's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Creative Planning offers Wealth Management, Investment Management, and Financial Planning.
Creative Planning has made 33 acquisitions, including America's Best 401k, BerganKDV, and Castle Wealth Advisors.
Creative Planning has 2 investors. Key investors include TPG, and General Atlantic.