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Creative Planning's revenue is $39.0 million.

What is Creative Planning's revenue?

Creative Planning's annual revenue is $39.0M. Zippia's data science team found the following key financial metrics about Creative Planning after extensive research and analysis.
  • Creative Planning has 50 employees, and the revenue per employee ratio is $780,000.
  • Creative Planning peak revenue was $39.0M in 2024.

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Peak revenue
$39.0M (2025)
Company peak revenue
Revenue / employee
$780,000
Company revenue / employee

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Peak revenue
$39.0M (2025)
Company peak revenue
Revenue / employee
$780,000
Company revenue / employee

Creative Planning financing

Creative Planning received early financing of $0.0 on 2020-02-09.

SeriesRound sizeDate
Seed Round - Creative Planning02/2020

Creative Planning investors

InvestorsSecurity type
General AtlanticSeed Round - Creative Planning

Creative Planning competitors

Company nameAverage salaryRevenueEmployee sizeJob openings
Stone Street Capital-$7.3M100-
First Round-$8.4M279-
Summit Financial Group-$369.6M439-
Johnson Investment Counsel-$22.0M140-
Executive Financial Group-$4.3M125-
Capital Financial Services----
Plug and Play Tech Center-$17.5M3-
Penn Capital Management Company, Inc.-$1.2M50-
Financial Planning Association-$23.0M374-
HDH Advisors-$390,0002-

Creative Planning revenue FAQs

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Zippia gives an in-depth look into the details of Creative Planning, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Creative Planning. The employee data is based on information from people who have self-reported their past or current employments at Creative Planning. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Creative Planning. The data presented on this page does not represent the view of Creative Planning and its employees or that of Zippia.

Creative Planning may also be known as or be related to Creative Financial Advisers, Creative Financial Advisor Inc. and Creative Planning.