📣 $4B+ in AUM. Here’s how @Compound keeps compounding.
When we merged Compound and Alternativ Wealth in September 2023, we managed about $1B in client assets. Less than two years later, we’ve grown 269% — adding nearly $3B more.
So far this year, we’ve:
→ Welcomed 640 new clients
→ Added 17 new advisors in 10 states
→ Embedded tax filing into the Compound Dashboard
→ Passed 10,000 Dashboard users managing their wealth in one place
From the start, our goal’s been simple: make it easier for clients to see and manage their entire financial life in a single place — and give advisors the tools to make that happen.
We’re proud of what we’ve built so far. And we’re just getting started.
Read more:
Show original
5.87K
5
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.