ria
Compound Planning
NEW YORK, NY
CRD: 171787
In network coverage since September 15, 2026 · 3 stories
$4.8BRegulatory AUMSEC Form ADV · Oct 24
119EmployeesForm ADV
Regulatory AUM · Sep 19 – Oct 24
Network coverage
Practice management
Compound Planning runs $5 billion on software its own engineers write
Co-founder Alex Farman-Farmaian explains what the ten-person team built, and where the RIA still buys.