Equity Planning is the top competitor of Creative Planning. Equity Planning was founded in 1963, and its headquarters is in Bethesda, Maryland. Equity Planning is in the Investment Management & Fund Operators field. Equity Planning has 580 fewer employees than Creative Planning.
TC Wealth Partners is seen as one of Creative Planning's top competitors. TC Wealth Partners was founded in Downers Grove, Illinois} in 1993. TC Wealth Partners operates in the Asset & Investment Management industry. Compared to Creative Planning, TC Wealth Partners generates $3.4M less revenue.
These are all the companies that Creative Planning has acquired. Creative Planning has acquired 8 companies and its latest acquisition was Starfire Investment Advisers, Inc. in Jul 2020. Starfire provides financial planning, wealth and investment management solutions for businesses.
Since Creative Planning was founded in 1983, it has participated in 1 round of funding. In total Creative Planning has raised $0. Creative Planning's funding round was on Feb 2020 for a total of $0
No recent investments found related to Creative Planning