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 32 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
*********
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$15.66 M (USD)
in 3 rounds
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Latest Funding Round
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Investors
TPG
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
America's Best 401k
& 31 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
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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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2024 | Amount | Private Equity Round - Creative Planning | Valuation | TPG |
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| Mar, 2021 | Amount | Unspecified - Creative Planning | Valuation |
investors |
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| Feb, 2020 | Amount | Unspecified - Creative Planning | Valuation | General Atlantic |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| 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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Founded Year | Domain | Location | |
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Private equity fund focused on global markets
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Creative Planning
Creative Planning has strategically engaged in corporate development activities, having acquired 32 companies. Notable acquisitions include America's Best 401k, BerganKDV and Castle Wealth Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Limited information available
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2017 | ||||
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Provider of financial & tax planning, wealth management, and investment consulting services
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2013 | ||||
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Financial analysis, advisory, and investment services are provided.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Creative Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Creative Planning Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Creative Planning
Frequently Asked Questions about Creative Planning
When was Creative Planning founded?
Creative Planning was founded in 1983 and raised its 1st funding round 37 years after it was founded.
Where is Creative Planning located?
Creative Planning is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Is Creative Planning a funded company?
Creative Planning is a funded company, having raised a total of $15.66M across 3 funding rounds to date.
What does Creative Planning do?
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.
Who are the top competitors of Creative Planning?
Creative Planning's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Creative Planning offer?
Creative Planning offers Wealth Management, Investment Management, and Financial Planning.
How many acquisitions has Creative Planning made?
Creative Planning has made 32 acquisitions, including America's Best 401k, BerganKDV, and Castle Wealth Advisors.
Who are Creative Planning's investors?
Creative Planning has 2 investors. Key investors include TPG, and General Atlantic.
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