Telarray

Memphis, United States Founded: 2005 • Age: 21 yrs Acquired By Creative Planning
Retirement planning services are offered to clients by Telarray.

About Telarray

Telarray is a Financial Services company based in Memphis (United States) founded in 2005, and was acquired by Creative Planning in March 2023. Retirement planning services are offered to clients by Telarray. Telarray offers products and services including Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning. Its focus areas include Asset Management, Robo Advisors, Retirement Planning and B2C. Its competitors include Centricfinancialgroup, Pacific Retirement Partners and Sallus.

Company details

Telarray was established in 2005 in Memphis, United States, as a firm specializing in retirement planning. Financial advisory services are provided to individuals and organizations, focusing on investment strategies, portfolio management, and long-term savings plans. Operations are centered in the financial services sector, with a primary emphasis on domestic clients. Guidance is given on retirement goals through personalized consultations and ongoing support.

Operational Areas
Key Metrics

Products & Services of Telarray

Telarray offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning.

Wealth Management
Financial Advisory

Optimizes investments and taxes for U.S. expats abroad.

Investment Management
Portfolio Management

Customizes plans for cross-border investment challenges.

Financial Planning
Advisory Services

Assists with retirement and estate planning for expats.

Strategic Tax Planning
Tax Services

Ensures compliance with U.S. tax laws for international clients.

Apps and channels of Telarray

its YouTube channel Creative Planning International fka Thun Financial has 629 subscribers and 17 videos.

Creative Planning International fka Thun Financial
YouTube 629 subscribers 17 videos Education
Open channel

Videos from Telarray

The most watched videos on Telarray's YouTube channel, Creative Planning International fka Thun Financial (629 subscribers). Click a video to play it here.

4 Questions for U.S. Expats Investing in IRAs and Roth IRAs | Creative Planning International
3.9K views
The PFIC Problem and U S Expat Investment Management -Webinar- Passive Foreign Investment Company
2K views
The Account Closure Crisis for Americans Abroad Webinar by Thun Financial (Creative Planning)
984 views
Key Estate Planning Concepts and Issues for U S Expats & Cross Border Families
836 views

More on Creative Planning International fka Thun Financial.

Investors in Telarray

Telarray has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.

All
InvestorDescriptionFounded YearDomainLocation
Provider of wealth management services
1983creativeplanning.comOverland Park, United States
Premium access

Investor details for Telarray

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

Timeline of Telarray

2 dated milestones of Telarray across 18 years, from founding to its latest funding, stage changes and deals.

  1. Founded Telarray is founded.
  2. Exit Acquired by Creative Planning.

Competitors of Telarray

Telarray has 3 listed competitors in our database. They include Centricfinancialgroup, Pacific Retirement Partners and Sallus.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
centricfinancialgroup.com2009Columbus, United States
Delivers comprehensive personal wealth management and financial services.
pacrp.com2014Clackamas, United States
Retirement planning services are provided to clients nationwide.
sallus.com2020Berwyn, United States
Provides affordable 401(k) plans for small businesses using auto features.
Premium access

Detailed competitors of Telarray

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Telarray (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Telarray

Creative Planning Acquires $1B Telarray Advisors
Wealthmanagement β€’ 3 years ago
Premium access

Complete news archive for Telarray

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Telarray

Telarray was founded in 2005.

Telarray is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.

Telarray was established in 2005 in Memphis, United States, as a firm specializing in retirement planning. Financial advisory services are provided to individuals and organizations, focusing on investment strategies, portfolio management, and long-term savings plans. Operations are centered in the financial services sector, with a primary emphasis on domestic clients. Guidance is given on retirement goals through personalized consultations and ongoing support.

Telarray's top competitors include Pacific Retirement Partners, Centricfinancialgroup and Sallus.

Telarray offers Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning.

Telarray has 1 investor. Key investors include Creative Planning.

Yes. Telarray was acquired by Creative Planning in March 2023.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available