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 leading digital family office committed to reimagining wealth management for the next generation, today announced it reached $5 billion in assets under management ("AUM") -- ...

Having nearly quadrupled its AUM since inception, the New York-based RIA is beefing up its leadership further, including ...

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, ...

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 ...

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 ...

After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum Compound Planning, a leading ...

Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...

The latest AUM milestone coincides with Compound’s accelerated momentum, including four senior hires: Sheila Ryan as Head of Wealth Management, Matt Barley as Director of Advisor Recruiting, Ryan Vas ...