Finding your next opportunity shouldn’t require piecing together multiple databases, alerts and research tools.
Fundz combines its own funding and M&A intelligence with hiring, leadership and other business signals into one connected view of each company, ranks opportunities against your ideal customer profile, and delivers the evidence and verified contacts to act on. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.
Trusted by
OracleSnowflakeCloudflareLinkedInGoogleSalesforce
★★★★★4.8/5 on G2· Since 2015
Creative Planning Appoints Ovi Vitas as Chief Marketing Officer
PRIVATEOct 06, 2026
New to company · from AmeriLife“Vitas joins from AmeriLife”
Position
Chief Marketing Officer
Company
Creative Planning
Ovi Vitas
Overland ParkFinancial Services
Description
Creative Planning has hired Ovi Vitas as its new Chief Marketing Officer to enhance its international brand. Vitas joins from AmeriLife, succeeding Nick Jacobson, who departed in August. This strategic move aims to support Creative Planning's growth and expansion in the wealth management sector.
Company Information
Company
Creative Planning
Location
5454 W 110th St
Overland Park, Kansas, United States
About
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.
Fundz sees it the moment Creative Planning changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Overland ParkFinancial Services