creative planning tech services

What creative planning tech services does

Creative Planning Tech Services is the managed IT services division of Creative Planning, an independent SEC-registered investment advisory firm headquartered in Overland Park, Kansas. The division delivers outsourced IT support, cybersecurity, and cloud services to small and midsized businesses that prefer to replace or augment an internal IT department with a turnkey, externally-managed function. Service packaging is tailored to each client rather than sold as standardized tiers, with billing structured as annual subscriptions whose rates are negotiated through direct sales engagement.

The core product, branded Business Technology Solutions, is a suite of modular managed services including cybersecurity audits, help desk support, offsite data backup, server monitoring and management, data and automation services, IT supplementation, remote access set up and maintenance, hosted cloud services, and network configuration. Underlying capabilities include proactive system monitoring, dark web credential monitoring with employee training, and domain-tailored configurations for at least six SMB verticals (architects/engineers/construction, restaurants, law firms, accountants, non-profits, and manufacturing/distribution). The technology stack is conventional MSP infrastructure rather than AI-native, and there are no disclosed proprietary models or AI/ML features.

Commercially, the division operates as a cross-sell line inside Creative Planning's wealth management and business services ecosystem, with lead generation flowing primarily through existing advisory relationships rather than cold outbound. Distribution is single-country (US), with international reach available only via the parent's Creative Planning International platform. Pricing is not publicly disclosed, and no division-level revenue, headcount, funding, or M&A signals are available in the public data. Compliance posture at the parent level (GDPR, CCPA, GLBA) supports handling of regulated client data across US, EEA, UK, and California jurisdictions.

Name

creative planning tech services

Legal name

Creative Planning, LLC

Website

https://cp.tech

Company type

Private

Operating status

Operating

Short description

Creative Planning Tech Services provides outsourced IT support, cybersecurity, and cloud services to small and midsized businesses, delivered as a turnkey managed IT department inside Creative Planning's wealth management and cross-sell ecosystem.

Ownership category

akta.pro rank

Product category

Managed IT Services

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Facilities Support Management Services (8744)

akta.pro primary industry

ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)

akta.pro secondary industries

Service Desk & Help Desk Services (BPAEAJAA), Business Process & Digital Transformation Consulting (BPAEAAAD)

Keywords

• Managed IT services
• Outsourced IT support
• Cybersecurity audits
• Cloud hosting services
• Help desk support

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Managed IT Services Revenue: Recurring managed services revenue from providing outsourced IT support to small and midsized businesses. Services include cybersecurity audits, help desk, offsite data backup, server monitoring, cloud services, and network configuration. Revenue likely structured as recurring monthly/annual subscriptions based on service tier and organization size.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Creative Planning Tech Services delivers outsourced IT support and managed technology services to small and midsized businesses, acting as an on-call IT department. Service scope spans cybersecurity audits, help desk support, offsite data backup, server monitoring and management, data and automation services, IT supplementation, remote access setup and maintenance, hosted cloud services, and network configuration.

Product overview

Creative Planning Business Technology Solutions is a managed IT services provider offering a unified platform of outsourced technology services for small and midsized businesses. The core offering provides turnkey IT support as an on-call department, supplemented by a suite of modular services including Cybersecurity Audits, Help Desk Services, Offsite Data Backup, Server Monitoring and Management, Data and Automation Services, IT Supplementation, Remote Access Set Up and Maintenance, Hosted Cloud Services, and Network Configuration. The service is designed for businesses seeking to outsource IT management rather than maintain internal staff.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Technology Solutions Outsourced IT support and managed services for small and midsized businesses, providing turnkey technology solutions as an on-call IT department. Includes cybersecurity audits, help desk services, offsite data backup, server monitoring, cloud services, network configuration, and IT supplementation.

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered minor.

• Charles SchwabminorOthersIndependent qualified custodian that maintains custody of client funds and securities. Not a technology partnership but mentioned in Business Continuity Statement as third-party custodian.
• TD AmeritrademinorOthersIndependent qualified custodian that maintains custody of client funds and securities. Not a technology partnership but mentioned in Business Continuity Statement as third-party custodian.
• FidelityminorOthersIndependent qualified custodian that maintains custody of client funds and securities. Not a technology partnership but mentioned in Business Continuity Statement as third-party custodian.
• United Capital Financial AdvisersminorOthersAffiliate of Creative Planning, LLC. Listed in Important Disclosure Information as a corporate affiliate relationship.
• SageView Advisory GroupminorOthersAffiliate of Creative Planning, LLC. Listed in Important Disclosure Information as a corporate affiliate relationship.
• Baseline Wealth Management, Ltd.minorOthersAffiliate of Creative Planning, LLC. Listed in Important Disclosure Information as a corporate affiliate relationship. Also provides international wealth services in Switzerland.
• MASECO LLPminorOthersAffiliate of Creative Planning, LLC. Listed in Important Disclosure Information as a corporate affiliate relationship. Also provides UK wealth management services.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Dataprise: Dataprise is a national managed IT services provider delivering outsourced IT support, cybersecurity, and cloud services to mid-market and SMB clients. It is highly comparable to Creative Planning Tech Services in target customer, service mix (help desk, managed security, cloud hosting), and subscription-based managed services revenue model.
• CompassMSP: CompassMSP is a managed IT services and cybersecurity firm serving SMB and mid-market clients in financial services, legal, healthcare, and professional services. Its vertical specialization across regulated SMB industries and bundled managed security approach are highly comparable to Tech Services.
• Thrive Networks: Thrive is a managed IT services and cybersecurity provider focused on SMB and mid-market clients with a service mix including help desk, managed security, cloud, and backup. Its outsourced-IT-department model and recurring subscription economics are directly comparable to Tech Services.
• Integris: Integris is a managed IT services provider offering outsourced IT support, cybersecurity, and cloud services to SMBs with a relationship-led, full-service-department model. Its positioning as a high-touch outsourced IT function for growing SMBs parallels Tech Services' value proposition.
• Ntiva: Ntiva provides managed IT, cybersecurity, and cloud services primarily to small and mid-sized businesses across multiple verticals. Its full-stack outsourced IT department positioning, vertical specialization, and subscription pricing closely mirror Creative Planning Tech Services' go-to-market.

Broad incumbents

• ConnectWise: ConnectWise is a large incumbent platform provider offering PSA, RMM, cybersecurity, and managed IT services software that powers thousands of MSPs serving SMBs. While not a direct service competitor, ConnectWise defines the operating tooling layer against which Tech Services competes for both tooling and end-customer outcomes.
• Kaseya: Kaseya is a global incumbent IT management and cybersecurity platform serving MSPs that deliver outsourced IT services to SMBs. Its portfolio competes both upstream (enabling competing MSPs) and downstream (offering direct services) against Tech Services' target market.

Emerging players

• WidePoint: WidePoint delivers managed IT, mobility management, and cybersecurity services with a focus on regulated and mid-market clients. Its emerging portfolio of managed services and security offerings makes it a partial-overlap emerging competitor to Tech Services in the SMB/mid-market segment.
• eSentire: eSentire is a managed detection and response (MDR) provider focused on cybersecurity services for SMB and mid-market organizations. It represents an emerging cybersecurity-specialist competitor that overlaps with Tech Services' cybersecurity audit and dark web monitoring offerings.

Regional players

• Netstar: Netstar is a UK-based managed IT services provider delivering outsourced IT support, managed security, and cloud services to SMBs. It is comparable in service portfolio and customer profile but does not directly compete in the US SMB market where Tech Services operates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/creativeplanning
• LinkedInlinkedin.com/company/creative-planning

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about creative planning tech services