Funding Details
- Awarder
- Inbox
- Date Award
- May 17, 2025
- Vertical
- Financial Services
- Funding URL
- View Funding Page
Company Info
- Founding Year
- 1982
- Traction
- Creative Planning Inc. has established a strong presence in the financial services market with a growing client base and partnerships.
- Founders
- Joni Cobb, Jennifer Overhoff
- Company Description
- Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
- Market
- Finance
- Location
-
Overland Park,
Kansas,
United States
- Coinvestors
- TPG Capital, General Atlantic
Links