NEW YORK and SAN FRANCISCO – Compound, the tech-enabled financial and tax advisor for tech executives, announced today that it is merging with Alternativ Wealth, one of the fastest growing RIAs in the country, to form Compound Planning—a $1B+ digital family office serving entrepreneurs, professionals, and retirees across the country.
“I am delighted to announce the strategic merger between Compound and Alternativ,” said Christian Haigh, CEO of the newly combined firm. “Together, we now provide the most robust wealth management technology and service offering, enabling our advisors to deliver a personalized planning experience that feels magical for our clients.”
As a result of the merger, Alternativ Wealth will rebrand as Compound Planning while increasing assets under management to ~$1.1 billion, supported by a team of 50+ employees nationwide. The combined company’s technology platform will provide their advisors with a digital experience that spans the front, middle, and back offices, accompanied by a beautiful digital dashboard for clients.
“I started Compound to be a one-stop-shop for tech professionals to manage their personal wealth, so they could spend less time worrying about their finances and more time on what matters most in their lives,” says Jordan Gonen, founder of Compound. “With this integration and Christian’s leadership, I am extremely excited to continue improving our offering and bring our modern technology and services to many more advisors and clients.”
For more information, visit compoundplanning.com
About Compound
Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience. We are your family office—a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $1 billion in assets under management, Compound Planning is the go-to wealth manager for the next generation of wealth.