Compound Planning, a self-described digital family office created via acquisition in 2023, added four more advisors and several executives to its leadership team, including new heads of engineering, ...
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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