Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management

The tech-enabled RIA for modern advisors

Grow your advisory business your way — supported by an AI-powered wealth platform and a proactive services team.

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The industry has left

advisors in the dust

Legacy RIAs extract all the value without reinvesting in their advisors, team, technology, or client experience.

I earn a fraction of the value I create and have no upside.

My firm doesn’t give me tools or support to grow.

We don’t have services that high-net-worth clients demand.

I spend too much time on manual, administrative tasks.

Don’t just grow,

Compound

Everything you need to deliver advice on a single platform.

Compound clients get a team of
financial, tax, and investment advisors.

Focus on being an advisor

Compound's AI-powered wealth operating system gives you context and anticipates your needs — to help you build and maintain trust with your clients.

From discovery to planning to investing — manage everything from AdvisorHQ.

Supported by a proactive, tech-enabled team

From day one, you’re never on your own — support is always at your fingertips.

20+ client services and operations team members are here to support you and your clients.

Offer tailored services to your clients

Designed to serve the needs of high-net-worth clients with complex financial lives.

We are a single place to manage your clients’ investments, taxes, estate, and more.

Put your growth on auto-pilot

Partner with a trusted brand, access exclusive leads, and get personalized marketing support to grow your practice with ease.

We have a highly-engaged audience of 30,000+ followers across social media, email newsletters, and our website.

Capture more of the value you create

Fair compensation and real equity upside for the practice you build and contributions you make.

At Compound, advisors keep more of the value they create with a competitive payout grid.

The tech-enabled RIA for modern advisors

$2.5BAUM

With over $2.5 billion in assets under management, Compound is the go-to wealth manager for the next generation of advisors and clients.

225%YoY Growth

$23B+Assets Tracked

75+Team Members

35+Seasoned Advisors

~15Years of Experience per Advisor

Choose Compound to grow your book

Staying put means staying stuck. We can help you get unstuck so you don’t get left in the dust.

grow your book

get unstuck

collaborate with peers

feel supported

own your practice

have autonomy

save time

grow your book

get unstuck

collaborate with peers

feel supported

own your practice

have autonomy

save time

Our mutual evaluation process

1IntroductionsWe’ll learn about your goals, approach to wealth management, and what you want in a new firm to see if a deep dive call makes sense.

2Our approachA deep dive into our wealth management framework to see how you can create a standout client experience with Compound Planning.

3Meet the teamGet to know our founders, leadership, technology, advisory, operations, and marketing teams to see what partnering with us is like.