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.
Leadbay (YC F25) | $4,300,000 | (May 20, 2026)
bunch | $35,000,000 | (May 20, 2026)
Benji | $6,250,000 | (May 20, 2026)
Vital Signals | $15,000,000 | (May 20, 2026)
Kin Health | $9,000,000 | (May 20, 2026)
