Company profile
Creative Planning
- Industry
- Financial Services
- Employees
- 2,598
- Headquarters
- Overland Park, Kansas
- Founded
- 1983
- LinkedIn followers
- 56,588
- Office locations
- 20
Creative Planning company summary
Creative Planning is a company in the Financial Services industry, headquartered in Overland Park, Kansas, founded in 1983. On LinkedIn the company has around 2,598 employees and 56,588 followers. Warmrank detected 50 technologies across 29 categories on creativeplanning.com, including AWS Certificate Manager, Adobe, Amazon CloudFront. The company lists 20 office locations. Its listed specialties include Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning.
What technology does Creative Planning use?
Warmrank detected 50 technologies on creativeplanning.com, last checked July 2026. Click any tool to see other companies that use it.
DocuSign
Open Graph
RSS
Facebook Pixel
Google Analytics
Linkedin Insight Tag
Resonate
VWO
Beaver Builder
GeneratePress GP Premium
Gravity Forms
WP Grid BuilderJavaScript libraries
jQuery
jQuery MigrateAdvertising
Linkedin Ads
Amazon CloudFront
CloudflareShow 25 more technologiesShow fewer technologies
Amazon Web Services
WP Engine
Yoast SEO
Yoast SEO Premium
Apple iCloud Mail
Microsoft 365Accessibility
UserWayAppointment scheduling
CalendlyCMS
WordPressCookie compliance
OneTrustCRM
SalesforceDatabases
MySQLDevelopment
ZapierFont scripts
Font AwesomeMaps
Google MapsMarketing automation
Salesforce Marketing Cloud Account EngagementPerformance
Priority HintsProgramming languages
PHPSSL/TLS certificate authorities
AWS Certificate ManagerTag managers
Google Tag ManagerUI frameworks
Animate.cssVideo players
YouTubeWeb servers
NginxWidgets
Max Mega MenuWordPress themes
GeneratePressAbout Creative Planning
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.
Specialties
Where is Creative Planning located?
Creative Planning lists 20 office locations.
Compare companies similar to Creative Planning
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Creative Planning creativeplanning.com | Financial Services | 2,598 | 1983 | Overland Park, Kansas |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Creative Planning
What does Creative Planning do?
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.
What technology does Creative Planning use?
Warmrank detected 50 technologies on creativeplanning.com, including AWS Certificate Manager, Adobe, Amazon CloudFront, Amazon Web Services, Animate.css, Apple iCloud Mail, Atlassian, Barracuda Email Security.
How many employees does Creative Planning have?
Creative Planning has around 2,598 employees on LinkedIn.
Where is Creative Planning headquartered?
Creative Planning is headquartered in Overland Park, Kansas.
Where does Creative Planning have offices?
Creative Planning lists 20 office locations, including Overland Park, Kansas, US; Addison, TX, US; Albany, New York, US; Albuquerque, New Mexico, US; Alpharetta, Georgia, US.
When was Creative Planning founded?
Creative Planning was founded in 1983.
Build a lead list from companies like Creative Planning
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.