Compound Planning's tech-driven approach fuels 80% AUM growth in one year

Retrieved on: 2024-08-09 19:57:17

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Compound Planning's tech-driven approach fuels 80% AUM growth in one year. View article details on hiswai:

Excerpt

New York-based digital family office Compound Planning recently passed the $2 billion AUM mark and now has over 30 financial advisors.

Article found on: www.financial-planning.com