Compound Planning
Compound Planning is a modern wealth management platform that brings together tax planning, investment management, borrowing, and more in one seamless solution. With over $2 billion in assets under management, Compound Planning serves as a trusted financial partner for entrepreneurs, professionals, and retirees seeking both the personalized guidance of experienced advisors and the convenience of a beautifully designed digital experience. The firm was created through the merger of Alternativ Wealth and Compound, combining deep advisory expertise with cutting-edge financial technology to deliver a comprehensive, client-first wealth management approach.
Wealth Management Focus
Compound Planning serves as a trusted partner for entrepreneurs, professionals, and retirees, delivering personalized financial advisory services with more than $2 billion in assets under management (AUM).
Digital Experience Advantage
The firm combines the personal touch of expert advisors with a seamless, beautifully designed digital platform to manage taxes, investments, borrowing, and more.
Tech-Driven Solutions
Leveraging advanced tools like Alteryx, Salesforce, and other cutting-edge technologies, Compound Planning streamlines processes, enhances efficiency, and delivers innovative, client-first financial solutions.
COMPOUND PLANNING EXPERTISE
Investing — Build an endowment-quality portfolio across public markets and private opportunities, including real estate, venture capital, and fixed credit.
Taxes — Gain clarity on the tax implications of major decisions with Compound’s in-house tax team, offering both filing and consulting services.
Borrowing — Access tailored financing options such as portfolio lines of credit, startup equity–backed loans, mortgages, and more.
Retirement — Benefit from partnerships with leading estate planning providers integrated within the Compound platform.
Estate Planning — Design and implement customized estate plans, with guidance on revocable vs. irrevocable trusts to best serve your family’s needs.
More — Plan for life milestones such as IPO readiness, family planning, or establishing a donor-advised fund.