Compound Planning is kicking off 2026 with a slate of senior hires and a fresh wave of advisor additions as the digital-first family office pushes deeper into tech-enabled wealth management for high-net-worth and ultra-high-net-worth clients.
The New York-based RIA – formed from the 2023 merger of venture-backed startups Compound and Alternativ Wealth – has grown from about $1.2 billion in assets to more than $4 billion as of July 31, while building out a proprietary platform aimed at founders, early employees, and other affluent professionals.
The firm is now adding legal, compliance and content leadership it says is designed to support a faster growth cadence and heavier advisor demand.
Compound has brought on Akin Adekeye as general counsel, a move that underscores how much tech and regulatory risk management are converging inside wealth platforms. Adekeye has more than 20 years of technology-focused legal experience at firms including Microsoft, Wolters Kluwer and Quickbase, and also has a background in software engineering.
On the compliance side, Compound has hired Jessica Faaborg as chief compliance officer. She previously held compliance leadership roles at Facet and EQIS Capital Management and has been active with the National Society of Compliance Professionals and the Investment Adviser Association. The firm is leaning on her experience with AI-enabled oversight to balance supervision with advisor flexibility.
“Akin and Jess both have a clear track record of working in fast-paced environments, and that experience made it clear that they’d be a perfect fit,” co-founder Alex Farman-Farmaian, who became sole CEO of Compound Planning in October, told InvestmentNews. “As we continue to innovate for our clients and accelerate our growth, it’s clear that they can offer a comprehensive – but modern and efficient – approach to the legal and compliance functions.”
The third leadership hire, Martin Malloy, will lead content strategy focused on advisor enablement and client education. Malloy previously worked across several fintech companies, including Secfi, Wealth.com, and Affirm, and will be charged with translating Compound’s story and capabilities into usable materials for both advisors and end clients.
“Martin brings a unique background of writing content for a variety of organizations across the financial services landscape,” Farman-Farmaian said. “That depth and breadth of experience allows him to bring a 360-degree perspective to advisor marketing and client education materials we’re producing.”
Beyond building social content around themes that resonate with modern clients, a core part of Malloy’s remit will be expanding the Compound Manual, which Farman-Farmaian describes as a proprietary client education database for planning topics.
The leadership hires come as Compound is still in active advisor-recruiting mode. The firm added four advisors in the second half of 2025 — Tony Golden, Wendy Jankowski, Tim Couture, and Scott Weigel — and started 2026 by bringing on Marcel Pfister, Jack McCaddon and Adam Coleman. That cohort of advisors, which includes experienced advisors from wirehouses and independent RIAs, reportedly managed about $795 million in client assets before joining the firm.
“Each of these advisors bring deep expertise and a proven track record with clients navigating complex financial landscapes,” Farman-Farmaian said in the firm’s announcement, noting how they shared Compound's vision of technology "[enabling] advisors to be proactive, comprehensive partners across every part of a client’s financial life.”
Last month, Compound also prevailed in a legal battle against Choreo, who had claimed its recruitment of a dozen advisors in Iowa violated restrictions around client solicitation that were embedded in the advisors' contracts.
Compound says its appeal rests heavily on AdvisorHQ, the firm’s in-house operating system, and Activity Monitor, a tool launched in September that sits at the center of that stack. Activity Monitor is designed to give advisors real-time visibility into client portfolio changes and upcoming financial events, with AI-powered prompts to let advisors reach out to clients before issues arise.
“We launched Activity Monitor in September, which serves as a ‘command center’ for advisors to centralize client data and receive AI-powered actionable intelligence on their full book of business,” Farman-Farmaian said. The company emphasizes that AI is used for operational efficiency rather than for investment selection or automated advice.
After crossing the $4 billion AUM mark last year and layering on seven experienced advisors, Compound is largely sticking with its existing playbook rather than signaling a sharp pivot.
“We’re excited by the runway for growth we have ahead, and will largely be focusing on similar priorities,” Farman-Farmaian said. “That includes continuing to add quality advisors who fit our culture and share our vision for the future of the industry, while also supporting our existing advisors in generating organic growth across their book of business.”
The firm is also planning more investment into its digital experience and planning tools, with an eye toward tying together investment, tax and estate work in a single interface for both advisors and clients. Farman-Farmaian said compound is assessing opportunities to develop new tech to complement its tools for tax filing, as well as the Compound Dashboard and Activity Monitor.
Compound’s renewed push on product and talent comes as wealth and fintech firms reassess how much AI is worth in the eyes of public markets. Adding his own take to the post-mortems around last week's selloff in traditional wealth firms – which came after Altruist announced new AI-enabled tax planning capabilities – Farman-Farmaian sees it as a sign of a turning point for the broader landscape.
“From our perspective, the tool itself isn’t what caused the selloff, but rather, what it shows the market — the cost of launching new products is lowering and the pace at which someone can develop meaningful tools continues to accelerate,” he said. “In my opinion, this reinforces that successful firms are going to be the ones that can adapt quickly and offer both a modern client and advisor experience.”
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