Compound Planning announced that it has surpassed $5 billion in assets under management, marking 75% growth since January 2025 as the firm continues to scale its technology-driven wealth management platform.
The milestone reflects strong momentum driven by both organic growth and continued investment in technology and talent. As part of this expansion, the firm also announced four senior hires: Sheila Ryan as Head of Wealth Management, Matt Barley as Director of Advisor Recruiting, Ryan Vas Dias as Director of Tax, and Dylan Portelli as Lead Product Manager.
Over the past year, Compound has expanded its operations significantly, adding 24 advisors and more than 700 clients since January 2025, while increasing AUM by over $2 billion during the same period. Earlier leadership additions included Akin Adekeye as General Counsel, Jessica Faaborg as Chief Compliance Officer, and Martin Malloy as Head of Content.
The firm has also continued to enhance its technology platform, including the launch of Activity Monitor, a core feature within its AI-powered AdvisorHQ operating system introduced in September 2025. The platform is designed to provide a unified view of clients’ financial lives, integrating investments, tax planning, estate strategies, and equity compensation.
The newly appointed executives will play key roles in scaling the business. Ryan will lead wealth management operations, Barley will oversee advisor recruiting and growth initiatives, Vas Dias will head tax strategy and planning, and Portelli will focus on product development across data, automation, and AI-driven insights.
Compound Planning serves high-net-worth and ultra-high-net-worth clients, including founders, executives, and professionals, through a technology-enabled platform aimed at streamlining financial management and enhancing advisor-client collaboration.
KEY QUOTE:
“Growing 75% in just over a year to surpass $5 billion is a clear signal that clients want a firm built around their entire financial lives, not just their investments, as well as the technology to make that possible. We’ve built a financial operating system that powers both sides of the advisor and client relationship, enabling a more proactive and comprehensive client experience. The advisors and clients choosing Compound are telling us the same thing: this is what wealth management should look like. Adding senior leaders across tax, product, advisory, and recruiting means we can deliver that at a level most firms simply aren’t built for.”
Alex Farman-Farmaian, Co-Founder And CEO, Compound Planning
