Creative Planning, an independent wealth management firm, announced that TPG (TPG) has made a substantial minority investment in the company. TPG is investing through TPG Capital. TPG Capital joins existing investor General Atlantic, who made a minority investment in 2020. Creative Planning CEO, Peter Mallouk, will maintain a majority stake.
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $375 billion in combined assets under management.
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June 05, 2026 16:18 ET A busy week for economic news flow saw a slew of reports being released that reflected the trends in the U.S. labor market. In Europe, economic growth and inflation data gained attention as the European Central Bank and Bank of England head for policy session later in the month. In Asia, the monetary policy session of the Indian central bank was in focus as the country, a major oil importer, reels under the pressures of a weaker rupee and rising inflation.