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.

How many employees does Creative Planning have?

As of Mar 31, 2026, the latest employee count at Creative Planning is 2256.

Is Creative Planning a funded company?

Creative Planning is a funded company, having raised a total of $15.7M across 3 funding rounds to date. The company's 1st funding round was a $***** Unattributed round, raised on Feb 07, 2020.

When was the latest funding round of Creative Planning?

Creative Planning's latest funding was a $***** PE round on Sep 30, 2024, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $994M in funding in 2026 to date.

Where does Creative Planning rank among its competitors?

Creative Planning ranks 11th amongst 4143 active competitors, of which 66 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Creative Planning?

Creative Planning's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Creative Planning - 2026 Company Profile, Funding & Competitors

Creative Planning is a late stage company based in Overland Park (United States), founded in 1983. It operates as a Provider of wealth management services. Creative Planning has raised $15.7M in funding from General Atlantic and TPG. The company has 4143 active competitors, including 66 funded and 408 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: creativeplanning.com
Social
Email ID: *****@creativeplanning.com
Phone Number: +1 **********
Registered Address: Overland Park, Kansas

Key Metrics

Founded Year

1983

Location

Overland Park, United States

Stage

Late Stage

Total Funding

$15.7M in 3 rounds

Latest Funding Round

PE, Sep 30, 2024, $*****

Investors

General Atlantic & 1 more

Ranked

11^th among 4143 active competitors

Employee Count

2,256 as on Mar 31, 2026

Investment & Acquisitions

Lovell Group & 36 more

Similar Companies

Alera Group & 7877 more

View Creative Planning's full profile

Creative Planning is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CREATIVE WEALTH ADVISORS, LLC CIN: 453559919 , United States, Active	Dec 31, 1999	-	2 (As on Dec 31, 2019)	-
CREATIVE PLANNING LLC CIN: 431270780 , United States, Active	Dec 31, 1999	-	2243 (As on Dec 31, 2024)	-
CREATIVE PLANNING LEGAL, P.A. CIN: 431807084 , United States, Active	Dec 26, 999	-	101 (As on Dec 31, 2024)	-

Creative Planning has raised a total funding of $15.7M over 3 rounds. Its first funding round was on Feb 07, 2020. Its latest funding round was a PE round on Sep 30, 2024 for $*****. 1 investor participated in its latest round. Creative Planning has 2 institutional investors.

Here is the list of recent funding rounds of Creative Planning:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 30, 2024	5522155	PE	8508215	4401815	6887498	5200280
Mar 08, 2021	9958754	Unattributed	9886501	3073446	2579664	1487150
Feb 07, 2020	6915316	Unattributed	2854772	9894885	General Atlantic	5201736

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Creative Planning's employee count trend

Creative Planning has 2,256 employees as of Mar 26. Here is Creative Planning's employee count trend over the years:

Employee count trend for Creative Planning

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Top competitors of Creative Planning include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Creative Planning, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	72/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	GE Capital 1932, Norwalk (United States), Public	Provides commercial aircraft leasing and lending services	-	Forum Capital Advisors, OSTI	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	67/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, NB Group & 1 others	62/100
11th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100

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Creative Planning has not made any investments yet. Creative Planning has made 37 acquisitions.

Here is the list of latest three $acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jul 14, 2026	Acquisition	Lovell Group	2017	Lee's Summit (United States)
Mar 26, 2026	Acquisition	Maseco Private Wealth	2008	London (United Kingdom)
Mar 12, 2026	Acquisition	Duncan Haley		-