Creative Planning
Your Team Awaits.
Overland Park, United States · Founded 1983
- Headquarters
- Overland Park
- Founded
- 1983
- Business Model
- B2C
- Website
- creativeplanning.com
- Last Round
- Private EquitySep 2024
- Rounds
- 2
About
Creative Planning is an independent fiduciary wealth management and family office firm founded in 1983 in Kansas City, now headquartered in Overland Park, Kansas. The firm and its affiliates manage or advise on more than $710 billion in combined assets for clients in all 50 states, offering investment management, estate planning, retirement planning, and tax services delivered by a team of over 625 CFP professionals.
Summary
Creative Planning is a Financial Services company based in Overland Park, United States, founded in 1983. Its most recent funding was a Private Equity round in Sep 2024. Investors include TPG (Growth/Rise) and General Atlantic.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Sep 2024
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Investors
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