Alpha Academy · Part of Apex Master Expos
Creative Planning Hawaii: Invited Member
Precondition: Apex Participant · Complimentary · Includes 2 Ads
Invited Member — Apex Ecosystem

Creative Planning Hawaii

Apex Member Partner — Honolulu, Hawaii

Apex Business Group Worldwide presents Creative Planning Hawaii — one of the nation's largest independent registered investment advisors with over $370 billion in combined assets under management and advisement. Ranked No. 1 Independent Advisory Firm, Creative Planning delivers comprehensive, customized wealth management from its Honolulu office. Connecting visionary founders with the global Apex ecosystem across 80+ countries.

What Apex Is

Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as Creative Planning Hawaii can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.

Invited Member
Creative Planning Hawaii

Creative Planning is one of the nation's largest independent registered investment advisors (RIAs), providing comprehensive wealth management services from its Honolulu, Hawaii office at 615 Piikoi Street, Suite 812. Founded by Peter Mallouk, Creative Planning has grown to over $370 billion in combined assets under management and advisement across all 50 states and 90 countries.

Creative Planning delivers a financial-planning-led approach encompassing investment management, retirement planning, estate planning, trust services, tax planning, and family office services for individuals, families, and institutional clients. The firm is ranked the No. 1 Independent Advisory Firm and recognized on Barron's Top RIA Firms, with multiple advisors named to the Forbes and Barron's Top Financial Advisors lists.

Creative Planning Hawaii founded and manages XLR8®, a series of community-focused accelerator and incubator programs. XLR8UH® is an award-winning venture accelerator investing in University of Hawaii entrepreneurs and technologies — ranked by Forbes as one of the top 30 accelerators in the nation. XLR8HI® serves as Hawaii's Entrepreneurship Center, and XLR8YOUTH™ is a first-of-its-kind innovation intensive for youth. In 2024, Creative Planning Hawaii acquired Acasia Group, expanding its global reach into the Middle East, Africa, and beyond.

Mission: We are fiercely committed to helping you achieve your financial goals — delivering a richer way to wealth through comprehensive, customized solutions.
www.creativeplanning.com · info@gotoapex.com
Honolulu, Hawaii, United States · Tel: (808) 722-6360
Key Figures
$370B+
AUM & Advisement
#1
Independent Advisory Firm
90
Countries Served
50
US States Covered
13+
Acquisitions (2 Yrs)
2004
Year Founded
Barron's
Top RIA Ranking
Invited
Apex Role

"We are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth."

— Peter Mallouk, President & CEO, Creative Planning
Startup Application

Apply to the Apex Startup Discovery Program

Aligned with Creative Planning Hawaii' investment focus. Precondition: You must be an Apex Participant to submit. Registration is complimentary and includes 2 Golden Ads. This project is part of Apex Master Expos.

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Precondition: You must be an Apex Participant to submit this application. Registration at myapex.me is complimentary and includes 2 Golden Ads.
Your unique Apex Participant ID. You receive this upon registration at myapex.me. Required to submit.
1. Founder & Company Information
Basic information about you and your startup.
Describe what your company does in one sentence.
"Comprehensive, customized wealth management solutions tailored to your unique goals." — Creative Planning
Creative Planning values founders building innovative financial, wealth management, and advisory technology solutions.
2. Problem & Technology
What are you building and why does it matter?
What is the problem, why is it important, and who suffers from it?
"We deliver a financial-planning-led approach — integrating all aspects of your financial life." — Creative Planning
Creative Planning is deeply invested in financial technology. Describe how technology powers your offering in wealth management, fintech, or advisory services.
3. Market & Traction
How big is the opportunity and what have you achieved so far?
Users, revenue, partnerships, pilots, LOIs, notable milestones.
4. Funding & Investment
Creative Planning focuses on comprehensive wealth management and financial technology innovation.
"What impresses us most is dedication to understanding each client's complete financial landscape." — Peter Mallouk
What specifically draws you to Creative Planning's approach, resources, and commitment to comprehensive wealth management?
5. Additional Information
Important Disclaimer · Read Full Legal Notice →

Apex Business Group Worldwide SL (abc-worldwide.com/ecosystem) does not act as an investment broker, placement agent, or funding intermediary. Alpha Academy — Club Society Multiverses (abc-worldwide.com/alphaacademy) does not represent Creative Planning Hawaii or any investor. Creative Planning Hawaii is an invited member of the Apex Ecosystem. Submission does not guarantee review, response, or investment.

Creative Planning Hawaii may browse submitted applications at their sole discretion. All participation is voluntary and non-binding. Apex does not sell applicant data. This project is part of Apex Master Expos.

For questions: info@gotoapex.com · Book a call with an Apex Expert · View Schedule · Full Legal Disclaimer

Apex Ecosystem with Golden Ads

"Who I Am · What I Want"
Complimentary for Apex Participants. Become an Apex Participant at myapex.me — registration is complimentary and includes 2 Golden Ads. Part of Apex Master Expos.

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Remember

Apex is a living ecosystem — one of its kind. A decentralized, member-owned global business platform across 80+ countries where preferred venture partners such as Creative Planning Hawaii can explore early-stage innovation quietly and selectively, while founders showcase on their MySite and gain clarity on what long-term investors truly seek. No middleman. By members, for members.

Join the Apex Ecosystem

Whether you are a founder with a breakthrough idea or an investor seeking early discovery — the Apex Ecosystem is built for you.

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Golden Ads — "Who I Am · What I Want" — Complimentary for Apex Participants (includes 2 Ads) · info@gotoapex.com · www.abc-worldwide.com