Compound Planning
Tech-enabled RIA for next-gen advisors + clients
We work with Compound on their traditional earned media, in addition to an events & awards program.
Ask
We’ve had the pleasure of working with Compound Planning since October 2024, developing and implementing a comprehensive communications program that not only showcases the firm’s unique value proposition as a next-gen RIA for clients and advisors across the wealth management industry, but also highlights the value of the firm’s proprietary technology platform and elevates the Compound brand.
Results
Compound has quickly established itself as a thought leader, with speaking appearances at events such as Future Proof, Wealth Management EDGE and the Barron’s Independent Summit. The firm’s growth milestones and general market commentary have appeared across multiple outlets, including Barron’s, Citywire RIA, WealthManagement.com and InvestmentNews. To share one example of quantifiable impact, the Barron’s profile highlighted below drove 90 sign-ups to their client dashboard, resulted in 30 scheduled advisor meetings, and helped secure over $40k in new revenue.
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Articles Secured
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Interviews Opportunities
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Earned Speaking Opportunities
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Awards Vetted
Key Coverage
The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Compound’s co-CEO, Christian Haigh, sat down with Barron’s to highlight his vision for the firm and the future of the industry
Wealth Think Private credit beckons, but advisors must be cautious
Compound’s CIO, Steve Dean, penned a byline to share his outlook for private credit in 2025 and beyond
$2.5bn Compound Planning taps slew of advisors, division heads
Compound detailed key advisor and leadership additions in its path to $2.5 billion in AUM
Investors eye global stocks as fears of slowing US growth mount
Compound’s Tara Shulman offered insights into portfolio diversification within the context of the macro environment