Compound Planning crosses $2 billion of assets under management

Compound for advisors

Deliver a magical planning experience to your clients, powered by our world-class team, investment management approach, and beautiful digital platform.


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Transitions made easy

We make transitions easy for financial advisors who are ready to make a change.

Legal Consultation
Compliance Oversight
Marketing Content & Strategy
Operational Support

Everything you need to

deliver advice

Compound clients get a team of
financial, tax, and investment advisors.
  • Beautiful

    Client Dashboard

    The client dashboard that everyone promises, but no one delivers. Well, we built it. Experience it yourself and see why it's the most impressive financial tool you've ever encountered.
  • In-House Tax Advisors

    Compound’s in-house team of CPAs and tax experts work in concert with you and your clients to monitor their estimated tax liability, develop personalized strategies, and file their taxes efficiently and accurately.
  • Expertly Managed Portfolio

    Diversify client portfolios across an array of public and alternative investment strategies.
    Asset Allocation
  • Alternative Investments

    Help your clients diversify their portfolios across public and alternative investments, whether they're qualified purchasers or accredited investors.
    Asset Allocation
  • Estate Planning Partners

    Our estate planning partners help your clients save money, time, and headaches by improving the decisions they make about their financial and personal planning.
    Estate planning
  • Multi-Custodian Support

    Our advisors have access to top custodians – like Fidelity, Schwab and more – so they can choose the right partner for their client's specific needs.
    Ask us anything

A wealth platform you can trust.


With over $1 billion in assets under management, Compound is the go-to wealth manager for the next generation of advisors and clients.

$2B+Assets Under Management
$20B+Assets Tracked
75Team Members
30+Seasoned Advisors

Choose Compound to grow your book

A next-gen RIA and wealth platform for growth-minded advisors who want to earn more while making magic for their high-net-worth clients.

wow prospects
project cash flows
onboard clients
manage portfolios
file tax returns
increase AUM
wow prospects
project cash flows
onboard clients
manage portfolios
file tax returns
increase AUM

Easy to get started

1Schedule a call with one of our transition specialists to learn how you can start the process today. It’s easier than you think.
2We’ve learned a thing or two from helping our team of financial advisors transition their clients to Compound Planning.
3Our support and operations teams are here to make your transition easy on you and seamless for your clients.