Buyer
Creative Planning
Aggressive M&A roll-up; integrated tax + estate.
Sector footprint
One company, every side of the market
WealthThis site
Creative Planning
Aggressive M&A roll-up; integrated tax + estate.
Capability matrix
| Capability | Creative Planning |
|---|---|
| managed | ● |
| planning | ● |
| insurance | ● |
Parent organization
Creative Planning
Founded
Not yet sourced
Scale
$360B AUM
Companies alongside it
Peers grouped as mega-ria — the nearest comparables in the same part of the market.