Compound manages $5B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.
Joined February 2010
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compound retweeted
Want to learn about 529 plans?
They're a great, tax-advantaged way to save money for your children’s education (or another beneficiary’s).
Here's how 529 plans work:
manual.compoundplanning.com/…
compound retweeted
The popularity of private credit investments has thrown a variable into their growth equation, argues Steve Dean of @Compound. Here's what advisors should know. #privatecredit #investmentstrategies #privatelending
bit.ly/41bnuXs
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Right now, the wealth management industry is leaving advisors behind.
That’s why we’re building @Compound: a platform that makes advisors’ work easier, and redefines advisor-client relationships in the process.
In our Town Hall, my co-founder @christian_haigh and I, joined by Tim Hamilton, will share more about where we’ve been and where we’re headed. Specifically, how we set out to:
→ Overhaul old, paper-based systems
→ Build a single source of truth for tracking personal finances and your entire net worth
→ Give power to advisors
Those are the stepping stones to reimagining the entire industry. And we want advisors to be a part of that change. That’s why we don’t just help our advisors give personalized, impactful advice. We also give them a direct stake in our collective success.
Compound is built for them, and we couldn’t grow without them.
This is just the start.
Tune in tomorrow (Jan. 23), where we’ll talk about all of the above, plus some big news we’re excited to share, and an AMA session with me and Christian: compoundplanning.com/events/…
compound retweeted
5 harsh realities about wealth management technology
That nobody admits...
As a young founder...
I dropped out of Harvard to dive into fintech
So, I've seen the wealth management industry...
from a VERY unique perspective
Here's what it really looks like from the inside:
compound retweeted
@Compound — which specializes in serving high net worth and ultrahigh net worth clients — has seen its AUM grow by over 80% in less than a year.
#financialplanning #wealthplanning #fintech
bit.ly/3YFkz9Z
compound retweeted
@Compound, a $1.45 billion tech-centered #RIA created via acquisition last year, and co-founded by Gabe Krambs, @christian_haigh and @afarmanf, has added more recruits in the first two months of 2024 than in all of 2023.
spr.ly/6019XaGGL
compound retweeted
I talk a lot about stock options & equity on here -- I'm sure it gets repetitive for some...
...but I'm passionate about spreading knowledge in this area
There are many complexities (and few teachers)
Here's a graphic I made yesterday about how NSOs work:
compound retweeted
Startup job offer red flags 🚩 🚩🚩
- Won't tell you the % of the company you're being offered
- Don't share runway or won't show you how it's calculated
- Try to sell you on the equity potential like it's a sure thing
- Don't want to share liquidation preferences
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We can help you setup a Revocable or Irrevocable trust to protect your assets and help manage taxes during a wealth transfer
Get started with @Compound: compoundplanning.com/?access
compound retweeted
Avoid costly mistakes when planning for your IPO with Compound financial advisor @markcecchini.
compound retweeted
Drafting (and executing) a Rev Trust is not enough
You actually have to FUND it
This includes re-titling things like real estate, bank accounts, brokerage assets, and company equity
Every state is different -- so don't just assume that everything belongs in the trust
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One of the reasons Compound Planning advisors can help deliver better outcomes to clients.
Curious what a day in the life is?
Checkout: compoundplanning.com/advisor…
compound retweeted
Join @markcecchini on our next Compound Conversation about:
📊 Why year-end planning is good financial hygiene
📈 Accelerating income vs. deductions
🔑 Key actions to take before 12/31
💼 Annual financial housekeeping and best practices
Register: lu.ma/30ynsqxu?utm_source=tw…