General Atlantic Portfolio

Our portfolio companies are already on a strong growth trajectory — our goal is to enhance it. We have a solid track record of delivering strategic, practical and impactful support to our portfolio companies.

Creative Planning ×

Creative Planning is a leading national provider of comprehensive wealth management services and customized investment plans.

  • Sector: Financial Services
  • Headquarters: Overland Park, KS
  • Year Invested: 01/10/2020
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