Newsroom
Read the latest updates from the Compound team including company, product, and partnership announcements.
2024 40 Under 40 Spotlight: Kristin Carter, 2018
Compound Planning Adds 6 Advisors Who Previously Managed Over $1 Billion
Compound Planning adds six advisors to its digital family office
Compound Planning Adds 15 Advisors in First Weeks of 2024
The Federal Reserve: Challenges Past and Present
Compound Planning continues momentum, adding 6 more experienced advisors
Blending High-Tech Tools with Traditional Advisory to Master Wealth Management and Demystify Financial Planning
$1.4bn Compound Planning adds nine advisors from Personal Capital
Compound Planning hails pivotal hire of nine financial advisors
Better Together: Consolidation Within The Family Office Industry
Compound Planning Solidifies Its Position as a Tech-Powered Leader in Wealth Management, Adding 9 Advisors to Team
Compound Planning expands advisor recruiting team with two key hires
Kristin Carter, CPA joins Compound Planning as Head of Tax Advisory
Compound Planning recruits Long Tran, adds 10th advisor of the year
Choosing the Right Financial Adviser: Fiduciary vs. Non-Fiduciary
Recruitment Roundup: Dynasty, Cetera, Compound And More
Compound Merges with Alternativ Wealth
Alternativ and Compound Merge to Form $1.1B+ RIA
Two RIAs merge into $1.1 billion digital family office
Introducing Compound Planning
Compound is compounding
Compound and Alternativ Wealth merge to form $1B+ digital family office
Embracing Complexity and Illiquidity: The Power of Alternatives in Today's Environment
Kyle Rudduck Joins Compound as Principal Wealth Advisor
Alternativ raises $10 million as digitally native RIAs pick up steam
Lance Lehman Recently Attended Investments & Wealth Institute's Annual Conference
Announcing the official Carta and Compound integration
Tim Hamilton joins as Managing Director
Introducing Transactions
Introducing Secondary Market Research
Compound Services
Compound Personal Cash Management
How Compound is supporting you during these uncertain times
Introducing Fixed Income Portfolios
Introducing 529 Plans
Introducing Donor Advised Funds
Introducing Personal Insurance
Introducing Revocable Trusts
Introducing Equity Modeling
Welcoming Lance Lehman as Vice President
Introducing Startup-Backed Lending
Introducing Irrevocable Trusts
Introducing Vault
Access alternative investments on Compound
Introducing Compound
Here’s how to protect your equity if you’ve been laid off
Startup risk gets riskier
Start-Up Equity Is a Great Retirement Plan, if You Can Pull It Off