NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, ...

Compound Planning, a self-described digital family office created via acquisition in 2023, has added seven advisors, including a four-person team with $1.2 billion in assets. That team will seed ...

Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...

Compound Planning, a $1.45 billion tech-centered RIA created via acquisition last year, has added more recruits in the first two months of 2024 than in all of 2023. With 15 new advisors this year, ...

New York-based advisor firm Compound Planning announced three new hires today, including one of the founders of Aspiriant Wealth Management. The firm, which manages about $2 billion in client assets, ...

Quick Summary ・Wealth management services for high-income earners ・Net worth tracking dashboard pulls in all of your financial information ・Multiple fee options, including fixed, hourly, and ...

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 added six new advisors, bringing its total to 25. New York-based Compound Planning was born out of a merger between RIA firm Alternativ Wealth and tech firm Compound late last ...

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 is kicking off 2026 with a slate of senior hires and a fresh wave of advisor additions as the digital-first family office pushes deeper into tech-enabled wealth management for ...

After standout growth and platform expansion in 2025, Compound strengthens leadership and operational depth with key additions while sustaining advisor‑growth momentum Compound Planning, a leading ...