Compound

Compound Planning is a digital family office and tech-enabled Registered Investment Advisor (RIA) that focuses on personalized wealth management services. Formed from the merger of Alternativ and Compound, the firm manages over $3 billion in assets as of early 2025. It boasts a strong team with expertise across various financial disciplines. The company offers a wide range of financial services, including tailored financial planning, tax optimization, investment management, and holistic wealth management for high-net-worth individuals. Compound Planning emphasizes a client-centric approach, utilizing modern technology to enhance service delivery and ensure efficiency. Its clientele includes entrepreneurs, professionals, and retirees, all benefiting from customized strategies designed to meet their unique financial needs.