Compound Planning, a $1.45 billion tech-centered RIA created via acquisition last year, has added more recruits in the first two months of 2024 than in all of 2023. With 15 new advisors this year, ...
NEW YORK--(BUSINESS WIRE)--Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced 9 key hires - four of which are ...
New Four-Person Team Brings 80+ Years of Cumulative Experience to Compound, Opens Firm’s Latest Office Location in Des Moines, Iowa. Courtney Holt was Recently Appointed as Chief Compliance Officer to ...
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