Compound Planning
Compound Planning is a single place to manage your taxes, investments, borrowing and more. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience. Compound Planning was formed from the merger between Alternativ Wealth and Compound.
ABOUT COMPOUND PLANNING
Wealth Management Focus.
Compound Planning caters to entrepreneurs, professionals, and retirees as a trusted, go-to wealth manager, offering personalized financial advisory services with over $2 billion in assets under management.
Digital Experience Advantage.
Compound Planning offers clients a seamless and beautiful online platform for managing their taxes, investments, and more.
Tech-Savvy Solutions.
Utilizing a tech stack that includes Alteryx, Salesforce, and others, Compound Planning leverages technology to enhance efficiency, streamline processes, and deliver innovative financial solutions to its clients.
COMPOUND PLANNING EXPERTISE
The company helps you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit.
The company helps you understand the tax implications of major decisions and also fix your tax returns. Compound has an in-house tax team, providing filing and consulting services.
Borrowing.
They source a range of financing options across portfolio lines of credit, startup-equity backed loans, mortgages and more. They help you borrow money to most effectively achieve your goals.
Compound has multiple estate planning partners who integrate within the Compound platform.
Estate Planning.
They help you design and implement your estate plan. They guide you through the pros and cons of revocable and irrevocable trusts to help you create the right plan for your family.
More.
Compound helps you prepare for an IPO, plan for a family, or set up a donor-advised fund.