New York-based digital family office Compound Planning recently passed the $2 billion AUM mark and now has over 30 financial advisors. Processing Content The firm — which specializes in high-net-worth ...

Compound Planning, a leading digital family office committed to reimagining wealth management for the next generation, today announced it reached $5 billion in assets under management ("AUM") -- ...

Activity Monitor uses AI to automatically analyze every client relationship for a financial advisor, providing a centralized hub of milestones, reminders, and actionable insights that boost ...

Compound Planning has announced a significant step in its development with the strategic hire of nine financial advisors. The venture capital-backed firm, formed by the merger of financial and tax ...