Compound Planning, a digital family office transforming wealth management for next-generation advisors and clients, has surpassed $4 billion in assets under management (AUM), marking a significant milestone in its growth.
This achievement is the result of both organic and inorganic growth. Since January, Compound has added 17 advisors in 10 states, gained 640 new clients, and its proprietary Compound Dashboard now serves over 10,000 users.
Reaching the $4 billion AUM benchmark represents a 269% increase in assets since the company’s merger in September 2023. In 2024, Compound doubled its AUM, added 30 total advisors, and expanded its leadership team with several key hires. It also integrated full-service tax services into its Dashboard.
By combining modern technology with personalized advice, Compound Planning enables high-net-worth and ultra-high-net-worth clients to manage their finances more effectively, fostering efficiency and trust for a superior wealth management experience.
KEY QUOTE:
“Managing your financial life shouldn’t mean juggling a dozen tools and spreadsheets. We’ve built our platform so clients can see their entire balance sheet in one place — and so advisors can serve them seamlessly — and that’s what’s driving our growth. Hitting this milestone is proof that clients, and the broader wealth management community, share our vision. We’re building a company where the next generation of clients and advisors feel seen, supported, and well served, and we’re excited to carry this momentum forward.”
Alex Farman-Farmaian, co-Founder and co-CEO of Compound Planning
