Creative Planning

Creative Planning is a leading independent wealth management firm providing comprehensive financial planning-led wealth management solutions, including investment management, retirement planning, and estate planning, to individual and institutional clients. They have over $375 billion in combined assets under management and advisement across all 50 states and 90 countries. Their focus is on delivering a best-in-class client experience.

Funding Round: Strategic Investment

Funding Amount:

Date: 30-Sep-2024

Investors: TPG Capital, General Atlantic

Markets: Wealth Management, Financial Planning, Asset Management, Other Financial Services

HQ: Overland Park, Kansas, United States

Founded: 1983

Website: https://creativeplanning.com/

LinkedIn: https://www.linkedin.com/company/creative-planning

Twitter: https://twitter.com/CPIWealth_Intl

Instagram:

Facebook: https://www.facebook.com/CreativePlanningIntl