Compound Planning
Compound Planning is a comprehensive wealth management platform that integrates tax planning, investment management, and specialized borrowing into a single, seamless solution. As a trusted financial partner for entrepreneurs, corporate professionals, and retirees, the firm provides the personalized guidance of experienced advisors alongside a sophisticated digital experience. The firm currently manages over $2 billion in assets under management, reflecting its scale and the trust placed in its fiduciary model. Compound Planning was established through the strategic merger of Alternativ Wealth and Compound, a move that united deep human advisory expertise with cutting-edge financial technology. This synergy allows the firm to deliver a client-first approach that addresses the complexities of modern wealth.
ABOUT COMPOUND PLANNING
Compound Planning is a technology-enabled wealth management firm and SEC registered investment adviser (RIA) headquartered in New York City.
Established through the 2023 merger of Alternativ Wealth and Compound, the firm was engineered to bridge the gap between traditional high-touch financial advisory and the efficiency of modern software.
The company operates as a digital family office, providing a unified platform for entrepreneurs, professionals, and retirees to manage their entire financial lives in one location.
Under the leadership of CEO Alex Farman-Farmaian and President Christian Haigh, Compound Planning has achieved significant institutional scale.
As of early 2026, the firm manages over $4 billion in assets under management (AUM).
Its national team consists of more than 50 veteran advisors recruited from prestigious institutions such as Merrill Lynch, Goldman Sachs, and Silicon Valley Bank.
FINANCIAL SOLUTIONS
Investment Management – Delivering institutional-grade portfolios tailored to long-term goals and risk profiles.
Proactive Tax Planning – Identifying opportunities for tax alpha and efficiency throughout the year, not just during tax season.
Strategic Borrowing – Providing access to liquidity and credit solutions that complement an overall financial plan.
Digital Integration – Offering a centralized interface where clients can monitor their entire net worth and interact with their advisory team in real time.