- Recent Funding
- Investors
- Creative Planning
Creative Planning portfolio
Creative Planning has 1 portfolio company on record at Recent Funding.
About this page
Its most recent investment on record is Zoe Financial's $29.6M Series B+ round in April 2025, alongside Falcon Wealth Planning, CAPTRUST, Sageview Capital and 3 others. That company is in Fintech.
What Creative Planning invests in
- Fintech · 1 · 100%
How Creative Planning invests
| Stage | Deals | Capital in rounds |
|---|---|---|
| Series B+ | 1 100% | $29.6M |
Creative Planning portfolio companies
ZZoe Financial$29.6MSeries B+ · Apr 2025
| Company | Round with Creative Planning | Total raised | Latest raise |
|---|---|---|---|
Fintech |
Series B+ · $29.6M | $44.6M | Apr 29, 2025 Series B+ |
Most frequent co-investors
11745 Ventures1 shared round · last Apr 29, 2025
FFalcon Wealth Planning1 shared round · last Apr 29, 2025
CCAPTRUST1 shared round · last Apr 29, 2025
SSageview Capital1 shared round · last Apr 29, 2025
MMariner Wealth Advisors1 shared round · last Apr 29, 2025
PPerigon Wealth Management1 shared round · last Apr 29, 2025
Similar investors
- BBlackstone Growth1 company · 1 deal in 12 mo
AAllianceBernstein5 companies · 3 deals in 12 mo
AAlstin Capital5 companies · 3 deals in 12 mo
BBarclays5 companies · 3 deals in 12 mo
PPivotal Corporation5 companies · 3 deals in 12 mo
BBank of America5 companies · 2 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (Fintech).
How this is counted
Share is of the 1 round on Recent Funding that name Creative Planning. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists Creative Planning, which is a subset of its real portfolio. API: /api/v1/investors/creative-planning (get a free API key). More: the most active VC firms and new venture capital funds.