Creative Planning
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Hedge Funds, Fixed Income (Debt and Bonds), Commodities, Crypto, Infrastructure, Distressed and Special Situations, ESG and Impact Investing, Collectibles & Art
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, United Arab Emirates, Switzerland, Spain, Mexico, South Korea, Saudi Arabia, Netherlands, South Africa, Belgium
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Pharmaceuticals
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1983
Creative Planning, founded in 1983 and headquartered in Overland Park, Kansas, is an independent wealth management firm that provides a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, trust services, tax planning, and family office services. The firm manages or advises on over $370 billion in assets across all 50 states and 65 countries as of June 30, 2025. Creative Planning has grown significantly through strategic acquisitions, such as the purchase of Wipfli Financial Advisors in 2022, which added $5 billion in assets under management and expanded its presence in multiple states. The firm also acquired Goldman Sachs' Personal Financial Management unit in 2023, further enhancing its capabilities and client base. Creative Planning's mission is to provide clients with tailored strategies for wealth accumulation, retention, and transfer, ensuring financial security and growth. The firm is led by CEO Peter Mallouk, who has been recognized as a top independent financial advisor by Barron's and other industry publications. With a team of over 2,100 employees, Creative Planning continues to expand its services and reach, maintaining a strong commitment to client success and financial well-being.
Requirements
- Preference for investments in private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, infrastructure, distressed and special situations, ESG and impact investing, and collectibles & art
- Focus on seed to late-stage investments, including buyouts and turnarounds
- Geographical focus on United States, Canada, United Kingdom, Germany, France, Italy, Spain, Netherlands, Belgium, Switzerland, Australia, Japan, China, India, South Korea, Brazil, Mexico, South Africa, United Arab Emirates, and Saudi Arabia
- Industries of interest include financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, media, retail, manufacturing, transportation, utilities, education, agriculture, and pharmaceuticals
Contact
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Portfolio Companies
- Wipfli Financial Advisors
- Goldman Sachs Personal Financial Management
- Monterey Private Wealth
- CTB Financial Services
- Maxwell Wealth Strategies
- Lockton Retirement Services
- OptiFour
- America's Best 401k
- The Johnston Group
- Sullivan Bruyette Speros & Blayney
- Iron Financial
- Edmonds Duncan Registered Investment Advisors
- Perigon Wealth Management
- Homrich Berg
- Nauset Wealth Management
- United Capital
- BerganKDV
- Prager Metis CPAs
- JConnelly
- Ardea Partners
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