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Creative Planning Inc.: Partners and Investors

12 investors · 12 with verified email

Creative Planning Inc. has 12 investors on VCSift, 12 with a verified email address. The team invests at Early Stage stage. Sector focus: Financial Services.

12 investors

Investors and partners at Creative Planning Inc.

RH

Ron Humenny

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
PB

Pat Brault

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
KT

Kevin Timmerman

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
RM

Ryan Maroney

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
NC

Nate Cfp

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
SS

Susan Schildt

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
AB

Anne Burney

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
LM

Lora Murphy

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
SR

Scot Roche

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
RW

Roger Ward

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
JH

Jim Heard

Creative Planning Inc.

Corporate VC
Early Stage Financial Services
BH

Benjamin Hayes

Creative Planning Inc.

Corporate VC
Early Stage Financial Services

How to pitch Creative Planning Inc.

  • Match the stage. Most Creative Planning Inc. investors on VCSift are tagged Early Stage. A round outside that range is usually a pass before the deck is opened.
  • Lead with the sector fit. The team's tagged focus is Financial Services. Name the thesis overlap in the first two lines of the email.
  • Use a direct email. 12 of the 12 Creative Planning Inc. profiles include a verified address, which beats a website form or a cold LinkedIn message.

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