Two digital start-ups in the tax and wealth management sector have joined forces, merging to form Compound Planning, a registered investment advisor with more than $1.1 billion in assets that caters to technology executives and other affluent clients.
The two firms—Compound and Alternativ Wealth—are each backed by venture capital, and are pitching their combined entity as a family office for entrepreneurs, professionals, and retirees.
“Together,…
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