Fundz

Creative Planning Employee Investment reported raising $1.87 Million in an initial SEC Form D filing, from an offering of $1.87 Million

PRIVATEJul 03, 2025

Amount Raised

$1.87 Million

$1.87 Million sold, per SEC Form D (first sale Jun 30, 2025)

Round Type

Seed

Overland ParkInvesting

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.

  • RL Investment Group raised $3.2M (Seed) on August 8, 2025.
  • WASHINGTON CAPITAL MANAGEMENT raised $632K (Seed) on July 31, 2025.
  • Alumni Ventures Group raised $14M on July 31, 2025.
  • Knopp Sub Investments II raised $10M on July 30, 2025.
  • SAVA Capital raised $120K (Seed) on July 21, 2025.
  • Pivot Holdings III raised $8M on July 17, 2025.

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

Works inside ChatGPT and Claude. Ask who to call at Creative Planning Employee Investment. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Creative Planning Employee Investment

Location

5454 WEST 110TH STREET

Overland Park, Kansas, United States

About

Creative Planning, LLC is an independent wealth management and financial advisory firm based in Overland Park, Kansas. Founded in 1983 by Peter Mallouk, the firm has grown to manage approximately $700 billion in assets, serving clients in all 50 U.S. states and over 90 countries. With a team of more than 1,000 financial advisors, many of whom hold prestigious certifications, Creative Planning operates as a fiduciary, committed to acting in the best interest of its clients. The firm offers a wide range of services, including private wealth management, investment management, comprehensive financial planning, estate planning, and tax strategy. It also provides specialized services for ultra-affluent clients and family offices, addressing complex financial needs. Creative Planning has received notable recognition, ranking second on Barron's list of the Top 100 RIA Firms and earning a 5-star evaluation from The Wall Street Journal for its comprehensive wealth management services.

AI made execution free. Knowing first is the whole game now.

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

2 contacts
Verified contactsPeter M., President & CEO hidden hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Creative Planning Employee Investment's next move

See what Strategic adds

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.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.