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acquisitionAnnounced · Jan 13, 2026Financial ServicesSource · CredibleArticle · Factual
Creative Planning acquires Baseline Wealth Management
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$1B
Target
Baseline Wealth Management
Geneva, Geneva
Acquirer
Creative Planning
Full Acquisition
Status
Announced
Creative Planning agreed to acquire Baseline Wealth Management. Reported deal value: $1B. Status: Announced. Sector: Financial Services. Target headquarters context: Geneva, Geneva, Switzerland.
This page summarizes publicly available information about the transaction as of 2026-01-13. Figures and status may change as filings and press coverage update.
Creative Planning Makes First International Acquisition With Switzerland Baseline Wealth Management By Amit Chowdhry
Deal timeline
Announced
Jan 13, 2026 · pulse2.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Financial Services with a reported deal value of $1B. Figures and status may change as sources update.
Sources: pulse2.com · Primary article · FireStrike proprietary index