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.
Paramark.com | $8,000,000 | (May 2, 2025)
Arondite | $12,000,000 | (May 2, 2025)
Ceto | $4,800,000 | (May 2, 2025)
ChiroHD | $26,000,000 | (May 2, 2025)
