Two groundbreaking start-ups in the tax and wealth management industry have recently merged to form Compound Planning – a registered investment advisor with a staggering $1.1 billion in assets. With a strong focus on technology executives and other high-net-worth individuals, Compound Planning aims to provide an unparalleled wealth management experience tailored to the needs of its prestigious clientele.
A Promising Partnership
The collaboration between Compound and Alternativ Wealth, both venture capital-backed firms, brings forth a new force in the industry. Together, they position themselves as more than just a financial advisory service – they aim to establish a family office that caters specifically to entrepreneurs, professionals, and retirees alike.
Delivering the Ultimate Wealth Management Experience
“Our mission is simple – to offer the most comprehensive range of wealth management technology and services,” affirms Christian Haigh, CEO of Compound Planning and former chief executive of Alternativ Wealth. Haigh expresses his excitement about the merger, stating that they now have the resources to provide a personalized planning experience that feels nothing short of magical for their discerning clients.
Building the “Apple of Wealth Management”
Jordan Gonen, founder of Compound, has always envisioned his company as the “Apple of wealth management” – a beacon of unparalleled quality and value. Gonen believes that Compound Planning can transform the way ambitious individuals approach and manage their wealth. While technology has always been at the heart of their offerings, Compound Planning stands out by going beyond the capabilities of a robo-advisor, offering a level of service that is truly exceptional.
As Compound Planning emerges in the industry, it aims to set new standards and disrupt traditional approaches to wealth management. With its innovative technology and unwavering commitment to personalized client experiences, this firm is positioning itself for remarkable success.
Simplify and Optimize Your Financial Planning with Compound
Compound is revolutionizing the world of financial planning for tech professionals. With our comprehensive approach and user-friendly software, we understand your unique goals and help you build a multiyear financial plan that aligns with your aspirations.
As a registered investment advisor and fiduciary, we prioritize your best interests. Our digital platform streamlines the planning process, and we offer cutting-edge features such as IPO forecasting and borrowing services. At Compound, we believe that managing your personal wealth should be hassle-free, allowing you to focus on what truly matters in your life.
We cater to executives in the tech sector, providing tailored financial solutions. Whether you need assistance with coordinating with attorneys and bank representatives, making capital calls, or any other time-consuming tasks, we are here to support you every step of the way. Our commitment extends beyond just financial planning – we aim to be your trusted partner for all wealth management needs.
Join Compound today and experience a new level of simplicity and efficiency in managing your wealth. Let us take care of the complexities while you embrace what matters most in your life.
Alternativ Wealth and Compound Merger
One of the primary highlights of the merger between Alternativ Wealth and Compound is the opportunity to broaden the range of services provided by Compound. With Alternativ Wealth’s diverse client base, which includes tech executives, business owners, former executives/retirees, real estate professionals, attorneys, and physicians, the merger brings the potential to expand Compound’s client-facing tech and product suite.