Certified by Founder Lodge
Creative Planning
United States - Overland Park, Kansa
INVESTOR
1 Disclosed Funding Rounds $30,000,000
1 Participating Investments
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.*
At Cre
| Company | Date | Round | Raised |
|---|---|---|---|
 Zoe Financial |
May, 02 ,2025 | Series B | $30,000,000 |
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Zócalo Health | $15,000,000 | (Apr 24, 2026)
BAND | $17,000,000 | (Apr 24, 2026)
Rilian | $17,500,000 | (Apr 24, 2026)
Brev.io | $3,300,000 | (Apr 24, 2026)
Omni | $120,000,000 | (Apr 24, 2026)
