Creative Planning, an Overland Park, KS-based independent wealth management company, received a strategic minority investment from General Atlantic.

Led by Peter Mallouk, Chief Executive Officer, who will continue to lead the business and maintain a majority, controlling stake, Creative Planning provides comprehensive, financial planning-led wealth management solutions including retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.

The firm manages approximately $50 billion in asset/s for individuals and families in all 50 states.

Creative Planning completed four strategic acquisitions in 2019, including The Johnston Group in February, America’s Best 401k in September, OptiFour in November, and Hogan Financial in December.

Last month, Creative Planning announced its first acquisition of 2020 with Stratford Consulting. | To read full story, visit https://startuparound.com/read/1581273008.4434059/Creative-Planning-Receives-Minority-Investment-From-General-Atlantic?ref=audio_experience