SageView Contract Assigned to Creative Planning

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Contract continues under new ownership with Creative Planning accepting all existing SageView contract terms; renewal structure unchanged.

Document type

Agenda

Source document

coral_springs_improvement_district_regular_meeting.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Coral Springs Improvement District?

SAGEVIEW was awarded this financial services contract by Coral Springs Improvement District, as recorded on November 17, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in coral_springs_improvement_district_regular_meeting.pdf (Agenda), dated November 17, 2025 from Coral Springs Improvement District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does SAGEVIEW hold?

SAGEVIEW may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View SAGEVIEW's profile

What is Coral Springs Improvement District currently buying?

Explore Coral Springs Improvement District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Coral Springs Improvement District's profile

Scope & details

Related contracts

Frequently asked questions

Who was awarded the financial services contract by Coral Springs Improvement District?

What type of contract is this?

Where was this contract approved?

What other contracts does SAGEVIEW hold?

What is Coral Springs Improvement District currently buying?

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