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, ...

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 ...

New York-based advisor firm Compound Planning announced three new hires today, including one of the founders of Aspiriant Wealth Management. The firm, which manages about $2 billion in client assets, ...

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 ...

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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 ...

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, ...

Independent Advisor Alliance and Compound Planning have announced key growth milestones as they gear up for continued momentum in 2025. IAA, the North Carolina-based hybrid firm focused on supporting ...

You may not have heard of Compound Planning, but the new wealth management firm is growing fast. The fruit of a 2023 merger of two start-ups, the New York-based firm already has 35 advisors and $2.5 ...

After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum NEW YORK--(BUSINESS ...