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Compound Planning Opens 2026 With Key Executive Hires; Advisor Additions

After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum NEW YORK — Compound Planning , a leading digital family office committed to reimagining wealth management for the next generation, today announced strategic hires to strengthen key operational areas, in addition to adding new advisors to support continued client growth after surpassing $4 billion in assets under management in 2025. The firm's latest additions include Akin Adekeye as General Counsel, who brings more than two decades of technology-focused legal expertise from companies like Microsoft, Wolters Kluwer and Quickbase. True to Compound’s dedication to offering the combined value of high-touch advisory services and modern technology, Adekeye brings a background in software engineering to the role, adding both technical fluency and a practical, business-forward approach. Jessica Faaborg has also joined the firm as Chief Compliance Officer, bringing deep investment-adviser regulatory expertise from compliance leadership roles at Facet and EQIS Capital Management. Known for her innovative approach to compliance, and embrace of AI, Jessica has a proven track record of developing robust, modern programs that align regulatory integrity with business growth. She has been an active member of the National Society of Compliance Professionals (NSCP) and the Investment Adviser Association (IAA), and has completed extensive IACCP coursework. Additionally, the firm has hired Martin Malloy to advance Compound's content strategy in support of advisor enablement and client education, previously having led efforts at fintechs, including Secfi, Wealth.com and Affirm. “Building the infrastructure of modern wealth management means hiring people who understand compliance and speed aren’t competing priorities, " said Alex Farman-Farmaian , Co-Founder and CEO of Compound. "Akin and Jessica bring deep regulatory experience, but they also know how to move at the pace our advisors and clients expect. Martin brings that same thinking to how we tell our story and enable our advisors. We're building a firm where technology enables our advisors to deliver proactive, comprehensive service across every part of a client's financial life. These hires give us the team to keep delivering on that vision as we grow." Beyond the leadership hires, Compound has maintained strong momentum across its advisor team. This builds on significant growth in 2025, when the firm crossed $4 billion in AUM and introduced Activity Monitor as the centerpiece of its AI-powered operating system, AdvisorHQ , providing advisors with real-time visibility into client portfolio activity and upcoming financial events. Compound welcomed four seasoned financial advisors in the second half of 2025 — Tony Golden , Wendy Jankowski , Tim Couture , and Scott Weigel — and kicked off 2026 with Marcel Pfister , Jack McCaddon , and Adam Coleman , bringing the total to seven. Collectively, these advisors managed approximately $795 million in client assets prior to joining Compound. “Each of these advisors bring deep expertise and a proven track record with clients navigating complex financial landscapes,” Farman-Farmaian said. “And they all joined Compound because they share our vision of what wealth management should be. Technology should enable advisors to be proactive, comprehensive partners across every part of a client’s financial life. That’s the momentum we’re carrying into 2026." With these additions, Compound Planning continues to attract advisors and clients who value comprehensive service powered by modern, AI-powered technology. The firm continues to provide the advisory technology necessary to efficiently deliver personalized advice at scale, across the high-net-worth and ultra-high-net-worth spectrum. About Compound Planning: Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives all in one place — from investments and taxes to estate planning and equity compensation. For financial advisors, Compound offers the freedom to run their own practice with the backing of a tech-enabled platform, peer community, and institutional support — delivering collaborative independence designed for long-term growth. Contact: Kevin Santo Water & Wall [email protected] Disclosure: Compound Planning is an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment, legal, or tax advice. Past performance and professional designations are no guarantee of future results. Assets Under Management (AUM) and advisor data are as of July 31, 2025. AI is used for operational efficiency, not for investment selection or advice. For more details, see our Form ADV at adviserinfo.sec.gov .