Creative Planning Employee Investment reported raising $43.2 Million in an initial SEC Form D filing, from an offering of $43.2 Million
Round Type
Venture
Overland ParkInvestingQuick answer
Creative Planning Employee Investment raised $43.2 Million in a funding round, dated March 1, 2026. Creative Planning Employee Investment is based in Overland Park, Kansas, United States.
- How much did Creative Planning Employee Investment raise?
- Creative Planning Employee Investment raised $43.2 Million in a funding round on March 1, 2026.
- What does Creative Planning Employee Investment do?
- Creative Planning, LLC is an independent wealth management and financial advisory firm based in Overland Park, Kansas.
- Where is Creative Planning Employee Investment based and how big is it?
- Creative Planning Employee Investment is based in Overland Park, Kansas, United States. Fundz records about 2,700 employees.
- Who are the decision-makers at Creative Planning Employee Investment?
- Fundz holds 2 contacts at Creative Planning Employee Investment, including the President & CEO. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Investing around the same time
Companies in the same sectors as Creative Planning Employee Investment that raised within 45 days of this round, from Fundz verified event records.
- Shealy Lampp raised $420K (Seed) on April 13, 2026.
- RL Investment Group raised $7.4M on April 6, 2026.
- NEARSUMMIT CAPITAL raised $4.5M (Seed) on March 6, 2026.
- RL Investment Group raised $1.7M on March 2, 2026.
- Shoals Growth Partners raised $7.1M on February 13, 2026.
- Wichita Affordable Housing raised $300K (Seed) on February 3, 2026.
Who to call at Creative Planning Employee Investment, and when
A new round usually means Creative Planning Employee Investment is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Creative Planning Employee Investment raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Creative Planning Employee Investment, from your own LinkedIn network
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Fundz sees it the moment Creative Planning Employee Investment raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Creative Planning Employee Investment raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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