Tech Company Financing Transactions
Creative Planning Funding Round
Creative Planning closed a investment round on 9/30/2024. Backers included TPG Capital.
Transaction Overview
Company Name
Announced On
9/30/2024
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Investors
TPG Capital (Lead Investor)
Proceeds Purpose
TPG Capital joined existing investor General Atlantic, who made a minority investment in 2020, to provide additional resources and expertise to help the company to continue to enhance its service offerings and growth trajectory.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
Undisclosed
Overland Park, KS Undisclosed
USA
Overland Park, KS Undisclosed
USA
Phone
Undisclosed
Website
Email Address
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
Management Team
Title
Name
Email & Social
Chief Executive Officer
Peter Mallouk
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About Our Venture Capital Transactions Database
We record every notable VC transaction. VC investment data records reported here are derived from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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