Creative Planning
5454 W 110th St, Leawood, KS, 66211, United States
Overview
Creative Planning is featured by Barron’s as the #1 Independent Wealth Management Firm in America by Barron’s (2017). Creative Planning and its President and Chief Investment Officer, Peter Mallouk, are the only firm in history to be recognized by Barron's as their "#1 Independent Advisor in America" for three consecutive years (2013-2015). Creative Planning has also been named as the "#1 Wealth Management Firm in America" by CNBC on the only two rankings the network ever released (2014-2015). Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 6
Sector focus
- Consulting
- Financial Services
Investment portfolio
- Zoe Financial
Participated · Series B · May 2025
Zoe Financial offers a digital platform that streamlines every step of wealth management for investors while supporting RIAs with business development and operational tools. Its technology bundles account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into one integrated experience. For advisors, Zoe provides outsourced lead generation, a client-referral marketplace, and white-labeled solutions to help them scale faster. Led by CEO and founder Andres Garcia-Amaya, CFA, the company positions itself as both a client acquisition engine and an operational backbone for independent advisory firms. The recently raised capital will be used to broaden the Wealth Platform’s capabilities and expand headcount. Since inception, Zoe has secured a total of $45 million in venture funding, underscoring investor confidence in its RIA-focused marketplace model. No user or revenue figures were disclosed in the article.