runsonwhat

Creative Planning's tech stack

What does Creative Planning use?

Creative Planning (marshallfinancial.com) uses at least 24 tools we can see from public records, including Microsoft 365 for email and documents, HubSpot for sales, Google Analytics for analytics and WordPress for its website. Last checked .

Industry
Financial Services
Size
11–50 employees
Based in
Doylestown, United States
Founded
1981
LinkedIn
Company page
Re-check liveVisit marshallfinancial.com
Tools found
24
Categories
12
Layers
5 of 5
Last checked
Oct 2026

Creative Planning's stack, layer by layer

Each tool links to the other companies we've found using it. The label says what kind of public trace gave it away.

Edge & Hosting

2 tools, where the bytes are served from

CDN & Edge

Application

3 tools, what the product is built with

Frontend

Media & UI

Data & Observability

4 tools, what they measure and store

Analytics

Flags & Experiments

Data Pipeline

Go-to-market

11 tools, how they find and keep customers

Website & CMS

Marketing

Ads & Pixels

Sales & CRM

Company Ops

4 tools, what the team runs on day to day

Workspace

Security & Compliance

Companies like Creative Planning also use

Tools common among companies with a similar stack that we haven't found at Creative Planning.

Companies with a stack like Creative Planning's

Ranked by shared tools, with rare tools counting more.

More Financial Services companies

Other Financial Services companies we've checked.

Creative Planning tech stack FAQ

What tools does Creative Planning use?

As of October 2026, runsonwhat has found 24 tools at Creative Planning (marshallfinancial.com) in public records. Edge & Hosting: Cloudflare and Amazon CloudFront. Application: Vimeo, Adobe Fonts and Next.js. Data & Observability: Google Analytics, Google Tag Manager and VWO. Go-to-market: WordPress, Google Ads and Meta Pixel. Company Ops: Microsoft 365, OneTrust and UserWay. Last checked October 20, 2026.

What CRM does Creative Planning use?

Creative Planning uses HubSpot for its CRM, according to runsonwhat (October 2026). runsonwhat found HubSpot through email records that authorize HubSpot. HubSpot is used by 93,870 companies runsonwhat tracks.

What email provider does Creative Planning use?

Creative Planning uses Microsoft 365 for email and office software, according to runsonwhat (October 2026). runsonwhat found Microsoft 365 through a DNS verification record for Microsoft 365 and email records. Microsoft 365 is used by 710,127 companies runsonwhat tracks.

What analytics tools does Creative Planning use?

Creative Planning uses Google Analytics for analytics, alongside Google Tag Manager, according to runsonwhat (October 2026). runsonwhat found Google Analytics through Google Analytics code on marshallfinancial.com. Google Analytics is used by 878,359 companies runsonwhat tracks.

What is Creative Planning's website built with?

Creative Planning uses WordPress for its website, alongside Contentful, according to runsonwhat (October 2026). runsonwhat found WordPress through WordPress code on marshallfinancial.com. WordPress is used by 596,206 companies runsonwhat tracks.

What marketing software does Creative Planning use?

Creative Planning uses FormAssembly for marketing, according to runsonwhat (October 2026). runsonwhat found FormAssembly through FormAssembly code on marshallfinancial.com. FormAssembly is used by 644 companies runsonwhat tracks.

Does Creative Planning use Cloudflare?

Yes. runsonwhat found Cloudflare at Creative Planning through DNS records that point at Cloudflare. Cloudflare is a CDN & Edge tool used by 702,477 companies runsonwhat tracks.

Which companies have a tech stack similar to Creative Planning's?

The companies with the stacks most like Creative Planning's are Creative Planning, Creative Planning, Creative Planning and Creative Planning, according to runsonwhat (October 2026). Each shares 22 to 23 tools with Creative Planning, and rare tools count for more than common ones like Google Workspace, so the match reflects real stack choices.

How does runsonwhat know what Creative Planning uses?

runsonwhat reads public records only. Of the 24 tools at Creative Planning, 19 were found through code on marshallfinancial.com, 3 through DNS records and 2 through email records. A tool is listed only when a direct record backs it up; DNS is rechecked weekly and marshallfinancial.com about monthly.

We read public traces only: DNS and email records, certificate logs, website code and published subprocessor lists. A tool is listed when a direct record backs it up, and dropped when a recheck no longer finds it. Is this your company? See how to opt out.