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acquisitionAnnounced · Jan 17, 2026Financial ServicesSource · MagazinesArticle · 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 2026-01-17. Figures and status may change as filings and press coverage update.
Dreamstime.com Creative Planning has acquired Baseline Wealth Management , a Swiss registered investment advisor with locations in Geneva and Zurich
Deal timeline
Announced
Jan 17, 2026 · 401kspecialistmag.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: 401kspecialistmag.com · Primary article · FireStrike proprietary index