NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, ...

Compound Planning, a $1.45 billion tech-centered RIA created via acquisition last year, has added more recruits in the first two months of 2024 than in all of 2023. With 15 new advisors this year, ...

New Four-Person Team Brings 80+ Years of Cumulative Experience to Compound, Opens Firm’s Latest Office Location in Des Moines, Iowa. Courtney Holt was Recently Appointed as Chief Compliance Officer to ...

The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Compound Planning, a self-described digital family office created via acquisition in 2023 ...

Compound Planning, a leading digital family office reimagining wealth management for next-generation advisors and clients, today announced that it has surpassed $4 billion in assets under management ( ...

Activity Monitor uses AI to automatically analyze every client relationship for a financial advisor, providing a centralized hub of milestones, reminders, and actionable insights that boost ...

Compound Planning has added six new advisors, bringing its total to 25. New York-based Compound Planning was born out of a merger between RIA firm Alternativ Wealth and tech firm Compound late last ...

Digital family office Compound Planning has added another six advisors to its growing team, following the nine that joined in January. The additions take the total recruited so far this year to 15, ...

Compound recruited advisors from Merrill Lynch and Silicon Valley Bank, as well as senior compliance executives.

New York-based digital family office Compound Planning recently passed the $2 billion AUM mark and now has over 30 financial advisors. Processing Content The firm — which specializes in high-net-worth ...

RIA firm Alternativ Wealth and tech firm Compound have merged and created a new entity called Compound Planning, a move that brings the firms' technology and wealth management services together on one ...