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, ...

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 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 ...

New Four-Person Team Brings 80+ Years of Cumulative Experience to Compound, Opens Firm’s Latest Office Location in Des Moines, Iowa. Courtney Holt was Recently Appointed as Chief Compliance Officer to ...

Compound Planning, a self-described digital family office created via acquisition in 2023, added four more advisors and several executives to its leadership team, including new heads of engineering, ...

Compound Planning has crossed $5 billion in assets under management, the New York-based RIA said this week, marking 75% growth since January 2025. The milestone follows a sustained hiring push at the ...

NEW YORK, September 16, 2025--(BUSINESS WIRE)--Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of Activity Monitor ...

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 ...

RIA firm Alternativ Wealth and tech firm Compound have merged and created a new entity called Compound Planning, a move that brings the firms' technology and wealth management services together on one ...