Compound Planning announces major milestone for its digital family office
New York based firm offers services for high-net-worth investors.
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 seen strong growth in the past six months, including nine advisors who joined from Personal Capital
Learn more about reprints and licensing for this article.