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Alternativ

Displaying 2 results

Topic
  • News
  • September 7, 2023

Two startups merge into $1.2 billion digital family office

Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.

Topic
  • News
  • June 21, 2023

Alternativ raises $10 million as digitally native RIAs pick up steam

The funding will be used to continue developing the firm's technology and to grow its RIA, Alternativ Wealth, through acquisitions.