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, ...

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 ...

Over the last few years, I’ve heard from a handful of advisory firms taking a technology approach different from most. These firms, often founded or led by youngish-yet-veteran advisors, and usually ...

A digital family office formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September 2023 has announced a new milestone. Compound Planning has ...

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 ...

Digital family office Compound Planning has added another six advisors to its growing team, following the nine that joined in January. The additions take the total recruited so far this year to 15, ...

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 ...

Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options ...

New tax filing services give clients and advisors a seamless way to manage investments, taxes, and more in a single place. Tax filing has historically been a fragmented process disconnected from ...