FOR IMMEDIATE RELEASE

NEW YORK – Compound Planning, a leading digital family office known for its tech-enabled approach to serving entrepreneurs, professionals, families, and retirees, was ranked by Financial Advisor Magazine as one of America’s Top RIAs and #2 on their list of 50 Fastest Growing RIAs for 2024.

This recognition highlights Compound Planning's rapid growth and continued commitment to providing innovative, tailored wealth management solutions for their high-net-worth clients. The firm’s unique combination of modern technology and personalized service has resonated with a diverse client base, driving significant expansion over the past year.

“Being recognized as one of America’s Top RIAs and ranking #2 among the 50 Fastest Growing RIAs is a tremendous honor for our entire team,” said Christian Haigh, Co-founder and CEO of Compound Planning. “This achievement is a direct reflection of our relentless focus on innovation to meet the evolving needs of our clients. We are deeply grateful to our clients for their trust and to our team for their hard work and passion.”

Since its inception, Compound Planning has been at the forefront of the digital transformation in wealth management, leveraging cutting-edge technology to offer a seamless, client-centric experience. The firm’s comprehensive suite of services is designed to help clients navigate complex financial landscapes, with personalized strategies that align with their unique goals and aspirations.

About Compound Planning:

Compound Planning is a digital family office that manages more than $2 billion for high-net-worth entrepreneurs, professionals, families, and retirees. With a focus on technology-driven solutions and personalized service, Compound helps clients achieve their goals and make better financial decisions by providing a single place to manage their taxes, investments, borrowing and more.

For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.

Contact:

Rob Stella, CFP®
(617) 675-2311
[email protected]

Fastest Growing RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 50 Fastest Growing RIAs for 2024. This third-party ranking was given on 7/12/2024 and was based on data from 12/31/2022 through 12/31/2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. To be eligible, firms must have an AUM exceeding $500 million. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on data obtained by Financial Advisor Magazine from participating registered investment adviser (RIA) firms through an online survey which compared the firms’ year-end assets under management (AUM) to the previous year-end AUM. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/.

America's Top RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs. This third-party ranking was given on 7/12/2024 and was based on data as of December 31, 2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. For the print edition of Financial Advisor Magazine’s 2024 RIA survey, the ranking includes firms with AUM exceeding $1 billion as of December 31, 2023. However, firms with under $1 billion in AUM are included in the expanded online RIA survey. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on the assets under management (AUM) of participating registered investment adviser (RIA) firms that were derived from data obtained by Financial Advisor Magazine through an online survey. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/.