Everything you need to know about QSBS

Introducing Compound Planning

1 MIN READ07 SEP 2023

I have exciting news.

As of today, Alternativ has merged with our industry peer, Compound. Together, we’ll be called Compound Planning.

The combined firm will have over $1.1B AUM; a proven distribution strategy; and an experienced team across wealth, investments, tax, operations, marketing, product, engineering, and sales.

This merger allows us to provide more support for our financial advisors, and most importantly better serve our clients. We are now positioned better than ever to deliver a client-centric financial, tax, and investment planning experience.

Compound Planning exists to provide a personalized wealth management experience for entrepreneurs, professionals, and retirees, powered by a world-class team and modern technology.

We are confident in our road ahead and we are excited to serve you for decades to come.

To learn more, please visit compoundplanning.com.

Chief Executive Officer, Compound Planning

Explore Compound

We combine the best of wealth management, investment strategy, and tax planning in a thoughtfully designed personal finance platform.