NEW YORK (Business Wire) – 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 (“AUM”), marking a significant milestone in its latest phase of growth.
The landmark achievement has been fueled by both organic and inorganic growth. Since January, Compound has added 17 advisors across 10 states, welcomed 640 new clients, and expanded adoption of its proprietary Compound Dashboard (“Dashboard”), which now serves more than 10,000 users.
In eclipsing the $4 billion AUM benchmark, Compound Planning has achieved a 269% increase in assets since announcing its merger in September 2023.
This builds on the firm’s strong momentum in 2024, when it added 30 total advisors, doubled its AUM, and expanded its leadership team with key hires: Eric Flynn as EVP, Head of Wealth Management; Brent Myers as Head of Advisory Operations; Steve Fallat as Head of Engineering; Joey Silva as Head of Finance; Nelson Arnous as Head of Product; and Courtney Holt as Chief Compliance Officer. The company also integrated multi-tiered, full-service tax services into its Dashboard in February.
“Managing your financial life shouldn’t mean juggling a dozen tools and spreadsheets,” said Alex Farman-Farmaian, co-Founder and co-CEO of Compound Planning. “We’ve built our platform so clients can see their entire balance sheet in one place — and so advisors can serve them seamlessly — and that’s what’s driving our growth. Hitting this milestone is proof that clients, and the broader wealth management community, share our vision. We’re building a company where the next generation of clients and advisors feel seen, supported, and well served, and we’re excited to carry this momentum forward.”
Since its inception, Compound Planning has combined modern technology with high-touch, personalized advice to help high-net-worth and ultra-high-net-worth clients gain a clearer view of their finances. By giving clients a single place to manage their entire financial lives — and advisors a single place to manage those relationships — the firm has created a model that improves efficiency, deepens trust, and delivers a better wealth management experience at scale.
About Compound Planning:
Compound Planning is a digital family office and tech-enabled RIA that manages over $4 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for successful next-generation advisors – offering modern technology and institutional support tailored to their practice and built for growth.
For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.
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