And what's next
I (Jordan) have not sent an update in a while, as I have been working on Compound. Today, we are announcing a major step towards our vision (and with it, a few updates).
There is currently no Apple of wealth management—no leading service that every ambitious person uses because it delivers unparalleled quality and value. Creating this has always been Compound’s aspiration.
Compound is merging with Alternativ Wealth to form Compound Planning, a digital family office managing approximately $1.1 billion in assets under management.
To support our scale, I am excited to announce that Christian Haigh will become the new CEO of Compound. Christian is someone I admire as an experienced founder and driven leader who brings experiences from the investment management and technology industries.
I am excited to support Christian and am extremely optimistic for what’s next as we bring our technology and services to many more advisors and clients. I am grateful to our team, partners, and clients for the support.
I will keep you in the loop as to what’s next for me—meanwhile, I am extremely optimistic for this team and product.