compound
@Compound
Compound manages $4B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.
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📣 $4B+ in AUM. Here’s how @Compound keeps compounding. When we merged Compound and Alternativ Wealth in September 2023, we managed about $1B in client assets. Less than two years later, we’ve grown 269% — adding nearly $3B more. So far this year, we’ve: → Welcomed 640 new…
Stephen Dean, CFA is back with his State of the Market update for November 2025: Priced for Perfection He dives deep into October’s market dynamics and the key risks he’s watching heading into year-end and 2026 Read it here: info.compoundplanning.com/investment-res…
If you’re like most business owners, we know you didn’t become an entrepreneur to learn how to expertly navigate the business tax code Not to worry — over the next few weeks, we’ll cover everything you need to know about integrating your business and personal finances from…
We've spent close to 500 hours writing essays about equity compensation. "When should I exercise?" "What happens if my company valuation goes down?" "What are the tax implications of selling my equity?" 7 essays that answer your questions:
Two @Compound advisors — Nicholas Garcia (SF) & Tara Shulman (NYC) — were named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list Congrats to both! Well deserved recognition for the work they do with founders, early employees & execs compoundplanning.com/newsroom/2025-…
🔔 Figma’s going public Join us today at 4pm ET / 1pm PT to learn everything you need to know ahead of the IPO: compoundplanning.com/events/everyth… This is a can’t-miss Compound Conversation for current and former Figma employees — or anyone with an IPO on the horizon
We’re so proud to be recognized by Financial Advisor Magazine as one of America's Top RIAs, and ranked #5 on their list of 50 Fastest Growing RIAs for 2025. It’s the second year in a row we’ve been featured on both lists. For the past two years, we’ve seen serious momentum: In…
Figma IPO incoming Join our next Compound Conversation to learn everything you need to know about Figma going public compoundplanning.com/events/everyth…
New Manual just dropped: The Complete Guide to Navigating Secondary Tender Offers: A Step-by-Step Decision Framework manual.compoundplanning.com/chapters/navig…
The One Big Beautiful Bill Act was signed into law on July 4, 2025. For founders, early employees, business owners, and high-net-worth families, this new law brings a mix of permanent tax relief, temporary planning windows, and unexpected curveballs. ⏪ Some changes are…
50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team See who joined 👇 compoundplanning.com/newsroom/50-ad…
Are your eyes glued to the stocks app? Do you maybe track dips and rises a little too closely? It’s important to pay attention — but you don’t want to make emotional choices on daylong changes. Our goal is to help you focus on the big picture. Track your progress based on…
Last week, Eric Flynn took the stage at the @barronsadvisor Independent Summit to talk about “The Generational Shift: Navigating the Next Wave of Clients & Talent" He shared insights on (1) how client expectations are evolving, (2) what advisors need to stay ahead, and (3) how…
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