Creative Planning (Minority Growth)
Funding Details
- Awarder
- Inbox
- Date Award
- September 30, 2024
- Vertical
- Wealth Management
- Funding URL
- View Funding Page
Company Info
- Founders
- Peter Mallouk
- Company Description
- Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
- Market
- Financial Services
- Location
- Overland Park, Kansas, USA
- Coinvestors
- TPG