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, ...

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 ...

Compound Planning, a self-described digital family office created via acquisition in 2023, has added seven advisors, including a four-person team with $1.2 billion in assets. That team will seed ...

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 ...

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 ( ...

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

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 ...

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