Compound Planning, a digital family office committed to reimagining wealth management for the next generation, has announced it reached $5 billion in assets under management (AUM) — marking 75 percent growth since January 2025.
The milestone not only builds on growth momentum and strategic offerings achieved throughout 2025, but coincides with the addition of four key senior leaders: Sheila Ryan as head of wealth management, Matt Barley as director of adviser recruiting and Ryan Vas Dias as director of tax
As the latest landmarks in Compound’s accelerated organic and inorganic growth, the firm has consistently invested in critical operational, technological and advisory functions over the past year.
The firm added Akin Adekeye as general counsel, Jessica Faaborg as chief compliance officer and Martin Malloy as head of content in mid-February, in addition to introducing Activity Monitor as the centerpiece of its AI-powered operating system, AdvisorHQ, in Sept
