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Compound Planning

Displaying 3 results

Topic
  • News
  • June 26, 2024

Compound Planning announces major milestone for its digital family office

New York based firm offers services for high-net-worth investors.

Topic
  • News
  • March 11, 2024

Compound Planning adds six advisors to its digital family office

Advisor recruiting at the firm has already surpassed last year's total.

Topic
  • News
  • January 29, 2024

Compound Planning hails ‘pivotal’ hire of nine financial advisors

The digital family office firm was formed from a merger in 2023.