Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $375 billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31, 2023.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 09/30/24 | undisclosed | Minority Growth |
TPG | undisclosed |
