Fundz
Funding, M&A, exec moves and hiring — matched to your market, with the people to call.See plans →

Creative Planning Employee Investment announced it raised $5.03 Million in an initial filing from an offering of $5.03 Million

PRIVATEJul 13, 2026•30 days ago

Amount Raised

$5.03 Million

Round Type

Venture - Series Unknown

Overland ParkInvesting

Company Information

Company

Creative Planning Employee Investment

Location

5454 WEST 110TH STREET

Overland Park, Kansas, United States

About

Creative Planning is nationally recognized wealth management firm with in-house expertise. All your wealth, all in house, all under control.

Related People

Suggested for you
2 contacts
Verified contactsPeter M., President & CEO hidden hidden
Predictive Intelligence
Strategic

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

Learn about Strategic plan

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 FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.