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Announced

Completed

Alternativ Wealth completed the merge of Compound Financial.

Financials

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Consideration TypeCash
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United States

IT Services: Other

tech executives

tech-enabled financial advisor

Acquisition

Domestic

Private

Majority

Completed

Private Equity

Friendly

Single Bidder

Synopsis

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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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