Funded Tech Companies
Creative Planning
Wondering who provided funding to Creative Planning? TPG Capital put venture money into this innovative fintech company.
Company Overview
Company Name
Creative Planning
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
Undisclosed
Overland Park, KS Undisclosed
USA
Overland Park, KS Undisclosed
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we're structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that's optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
9/30/2024
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Peter Mallouk
Company Investors
- TPG Capital
Browse more funded tech companies:
Creative Market | CreativeLIVE
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