Creative Planning, an Overland Park, KS-based independent wealth management firm, received an investment from TPG Capital.
The amount of the deal was not disclosed.
TPG Capital joined existing investor General Atlantic, who made a minority investment in 2020, to provide additional resources and expertise to help the company to continue to enhance its service offerings and growth trajectory.
Led by CEO and President Peter Mallouk, Creative Planning is an independent wealth management firm that provides comprehensive financial planning-led wealth management solutions. The firm and its affiliates currently have more than $375 Billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.
FinSMEs
30/09/2024