Creative Planning Tech Stack

Independent wealth advisory managing $354B in assets across all 50 states

Financial Services Overland Park, Kansas 1,001–5,000 employees Privately Held

Creative Planning is a mid-sized wealth advisory firm operating across private wealth management, family office services, investment management, and tax/estate planning. The hiring mix is heavily skewed toward finance roles (51 of 70 active positions), with senior-level seniority dominating (43 of 70) — a pattern typical of advisory firms scaling advisory capacity and client-facing operations. Notably absent from their stack: modern data tools (no dbt, Snowflake, or BI platforms), suggesting reliance on legacy advisory infrastructure (QuickBooks, Salesforce, CCH for tax) and pointing to operational friction around "single source of truth dashboards" and "multi-touch attribution" listed as active projects.

Tech Stack 21 technologies

Core StackSalesforce Bill.com QuickBooks Gusto Zoom Microsoft Office Word Excel PowerPoint Android iOS QuickBooks Online Windows Sage CCH UKG Ready Salesforce Marketing Cloud UKG Pro ACORD

What Creative Planning Is Building

◆Challenges

Increasing participant engagement
Due diligence
Year-end tax planning
Rapidly changing environment
Software utilization
Collecting outstanding premiums
Budget compliance
Business development
Operational challenges
Client acquisition and lead qualification

▲Active Projects

Year-end income tax planning
Annual education plans
Rfps
M&a activity
Plan consolidations
Strategic education programs
Multi-touch attribution model
Media performance forecasting
Single source of truth dashboards
Social media brand awareness

Hiring Activity

Accelerating70 roles · 40 in 30d

Department

Finance

Legal

Marketing

Sales

Support

Risk

Seniority

Senior

Mid

Manager

Junior

C-Level

Lead

Director

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About Creative Planning

Creative Planning advises on $354 billion in combined assets under management or advisement across all 50 U.S. states and internationally. The firm operates as a traditional independent advisory with integrated in-house teams spanning wealth management, tax planning, estate planning, investment management, risk management, and retirement services — avoiding outsourced specialist models. The service portfolio includes comprehensive wealth management, family office administration, business succession planning, and strategic insurance and risk management. The organization is based in Overland Park, Kansas, and employs 1,001–5,000 people, with active hiring underway in the United States and Peru.

HeadquartersOverland Park, Kansas

Company Size1,001–5,000 employees

Hiring MarketsUnited States, Peru

Frequently Asked Questions

What is Creative Planning's assets under management?

Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets as of December 31, 2024, serving clients across all 50 U.S. states and internationally.

What software does Creative Planning use?

Creative Planning's primary stack includes Salesforce (CRM), QuickBooks/QuickBooks Online (accounting), CCH (tax compliance), Microsoft Office suite, Bill.com, and Zoom for client meetings.