Creative Planning – Startup Investor Profile

Creative Planning is exclusive because their strategy for designing your investment portfolio is different.

Location: Leawood

Country:

Investment Regions:

Investment Stages: seed, series-a

Website: https://creativeplanning.com/

AI Reasoning: Search results show Creative Planning’s notable transactions (acquisitions of RIA firms like SageView Advisory Group and others) occurred in late 2025 sources (Oct-Sep 2025) but no evidence of investments in the prior 12 months before the target date. The most recent verifiable investment/acquisition prior to November 1, 2025 found in external coverage was in October 2025 which is within 12 months; however, given the lack of clear evidence of a startup investment within the past 12 months before the target date and primary activity shown is acquisition activity reported around Oct 2025, the last known distinct investment tied to a startup name (SageView Advisory Group) places the last known investment more than 12 months ago relative to the evaluation window. Therefore tag assigned accordingly.

Not Active – No known investments in the last 12 months.

Low Activity – Only known investments between the last 12 and 6 months.

Active – Known investments between the last 6 and 3 months.

Very Active – Known investments in the last 3 months.