Transaction · Wealthtech · 2026

Creative Planning acquires RVK

Creative Planning acquired RVK on September 15, 2026.

Target
RVK
Acquirer
Creative Planning
Announced
September 15, 2026
Sub-sector
Wealthtech

Transaction overview

  • Creative Planning announced the acquisition of RVK on September 15, 2026.

Strategic rationale

RIA Creative Planning acquires institutional consulting firm RVK; consolidation signal in wealth management.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
September 15, 2026
Acquirer
Creative Planning (Strategic)
Sub-sector
Wealthtech

Sources

  • prnewswire.com /news-releases/creative-planning-to-acquire-rvk-expanding-its-institutional-investment-consulting-capabilities-302878983.html