Announced
Completed
Financials
Tags
United States
IT Services: Other
tech executives
tech-enabled financial advisor
Acquisition
Domestic
Private
Majority
Completed
Private Equity
Friendly
Single Bidder
Synopsis
Alternativ Wealth, one of the fastest growing RIAs in the country, completed the merge of Compound, the tech-enabled financial and tax advisor for tech executives. Financial terms were not disclosed. “I started Compound to be a one-stop-shop for tech professionals to manage their personal wealth, so they could spend less time worrying about their finances and more time on what matters most in their lives.” Jordan Gonen, Compound Founder.
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