Partners & Customers
2About Creative Planning
Creative Planning provides services in the field of wealth management, investment management, financial management, and retirement management. It also offers services related to tax and risk management. The company was founded in 1983 and is based in Shawnee Mission, Kansas.
Want to inform investors similar to Creative Planning about your company?
Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.
Latest Creative Planning News
Aug 23, 2023
Creative Planning's latest acquisition adds to its already major presence in the Twin Cities.
Creative Planning Acquisitions
20 Acquisitions
Creative Planning acquired 20 companies. Their latest acquisition was CTB Financial Services on August 22, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
8/22/2023 | Acquired | 1 | ||||
6/5/2023 | Acquired | 3 | ||||
3/7/2023 | Acquired | 1 | ||||
8/17/2022 | ||||||
6/10/2022 |
Date | 8/22/2023 | 6/5/2023 | 3/7/2023 | 8/17/2022 | 6/10/2022 |
|---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired | ||
Sources | 1 | 3 | 1 |
Creative Planning Partners & Customers
2 Partners and customers
Creative Planning has 2 strategic partners and customers. Creative Planning recently partnered with Goldman Sachs on July 7, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
7/24/2023 | Partner | United States | NEW YORK and OVERLAND PARK , Kan. , July 24 , 2023 / PRNewswire / -- Creative Planning , one of the largest industry leading Registered Investment Advisors in the country , today announced a new multi-billion-dollar strategic custody relationship with Goldman Sachs . | 2 | |
11/3/2021 | Partner |
Date | 7/24/2023 | 11/3/2021 |
|---|---|---|
Type | Partner | Partner |
Business Partner | ||
Country | United States | |
News Snippet | NEW YORK and OVERLAND PARK , Kan. , July 24 , 2023 / PRNewswire / -- Creative Planning , one of the largest industry leading Registered Investment Advisors in the country , today announced a new multi-billion-dollar strategic custody relationship with Goldman Sachs . | |
Sources | 2 |
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.
