Alex Farman-Farmaian

building @compound. ex @cartainc

[Landon Donovan @landondonovan]

Best half of soccer I’ve seen this team play. So fun to watch and this crowd is electric! Christian Pulisic has been unplayable. LFG!!! @USMNT

[Alex Farman-Farmaian @afarmanf]

@benln @reedmcbride and @S27G_ have been great partners for us

[Alex Farman-Farmaian @afarmanf]

@AlexCasWealth @davidu The human part of the business isn’t going away in the near term. Great advisors can do a lot more for their clients with AI and help them scale well beyond what they can do today.

[Alex Farman-Farmaian @afarmanf]

We just launched Compound Interests, a newsletter built for people who want to thrive — while growing their net worth.

At @Compound, our team speaks with founders, early employees, business owners, and other ambitious, successful professionals every day. One thing they have in common: they're looking to take things to the next level — not just at work.

You know that when any part of your life is dragging, the other parts suffer too. That’s why Compound Interests is focused on the big picture: how people can aim for success.

Our clients are building something big: their business, their firm, their product.

They’re thinking strategically about building wealth — and this newsletter is for them. It centers on areas that are top-of-mind for founders, business owners, and early-stage employees.

The first edition ships today and touches on priorities like:

→ Making educated investment decisions for long-term goals
→ Learning more about the options available to you
→ Refocusing your daily "check the stocks app" mindset

Ready to get smart with your money?

Subscribe here 👇
https://t.co/fLeALiYpaT

[compound @Compound]

Are your eyes glued to the stocks app?

Do you maybe track dips and rises a little too closely?

It’s important to pay attention — but you don’t want to make emotional choices on daylong changes.

Our goal is to help you focus on the big picture.

Track your progress based on objectives like:

→ Retiring at a specific age and income
→ Funding your children's education
→ Building wealth for multiple generations
→ Alleviating the tax and administrative burden for heirs

Don’t ask: “How did my portfolio perform this week?"

Instead, ask yourself: "Am I on track to meet my financial goals?"

That’s something we’re always thinking about — and discuss in the 1st edition of our new newsletter, Compound Interests.

Subscribe here 👇
https://t.co/rMWDcFuKB6

[Alex Farman-Farmaian @afarmanf]

You can think of a 1031 exchange as an easy way to defer capital gains taxes, but there’s way more to it than that

Join our next Compound Conversation to learn all the basics (and more)

[compound @Compound]

Want to learn more about 1031 exchanges and how they might benefit you?

Join us to dive into everything you need to know about 1031 Exchanges: rules, regulations, benefits, and more.

🗓️ Date: March 19, 2025
🕚 Time: 11am PT / 2pm ET

https://t.co/AbNkxk0Hbu

[Alex Farman-Farmaian @afarmanf]

@Compound hit $3B in AUM!

That milestone builds on some incredible momentum — in 2024, we doubled our AUM and added 30 advisors, and we’ve just kept growing since.

We're welcoming an exceptional four-person advisory team who previously managed $1.2B:

Aaron Schomer, CFP®, Joleen Scheer, CFP®, Lindsey O'Neil, CFP®, CPA, and Kevin Lors, CPA, CFP®, MTax each bring 20+ years of experience to Compound, and recently opened our newest office in Des Moines.

Boyan Doytchinov, MBA, CFA, CFP®, Wiley Belknap, and Patrick Scherer, CFP®, ChFC® have also joined Compound, bringing our total new advisors for 2025 to seven!

To match this growth, we've expanded our leadership team, naming Courtney Holt as Chief Compliance Officer.

We’re reimagining wealth management for G2 advisors, and these new additions to the team are part of that vision.

Read the announcement here: https://t.co/krnyqen5hB

[Alex Farman-Farmaian @afarmanf]

When you approach diversification the right way, you can protect and optimize your wealth

@usecache is joining @Compound to chat strategies for investors who are stuck in a concentrated spot

1️⃣ Tax-loss harvesting
2️⃣ Like-kind exchanges
3️⃣ Charitable donations
4️⃣ Exchange funds

We'll dive into each and which works best—and when

Register here:

[compound @Compound]

Next Wednesday: @usecache is joining us for a Compound Conversation about how to diversify if too much of your wealth is in one or two stocks

We’ll walk you through all of the options and each of their implications

RSVP here: https://t.co/7pvShM8zF2

[Alex Farman-Farmaian @afarmanf]

Christian had a great chat with Barron's Advisor — it says a lot about how Compound came to be, and where we’re headed

We’ve grown to more than $2.5B in AUM with 35+ advisors serving high-net-worth clients

Hear more about our story, and what’s next:

[compound @Compound]

"Tomorrow we should be a better firm than we are today."

That’s what our CEO and co-founder @christian_haigh told @barronsadvisor

And that's what drives us everyday

[compound @Compound]

"Tomorrow we should be a better firm than we are today."

That’s what our CEO and co-founder @christian_haigh told @barronsadvisor

And that's what drives us everyday

[Alex Farman-Farmaian @afarmanf]

@Compound’s been making massive strides lately, which has me in reflection mode. A lot’s changed since I cofounded the company in 2022 with @christian_haigh. Even more has changed since my days at @cartainc.

Even just two years ago, the industry dealt with:
→ Manual data management in spreadsheets
→ Multiple isolated platforms for financial planning, taxes, and more
→ Impersonal, general financial advice

In my time at Carta — including when it was eShares! — we transformed cap tables as the world knew them into an entire customer platform.

In my time at Compound, we’ve seen even more industry advancements.

Today, we have:

→ A client dashboard that provides a holistic view of their entire balance sheet
→ A single platform that brings financial planning, taxes, and more together
→ Advisor access to deeper insights for clients

Compound even integrates with Carta — talk about a full-circle moment.

I’m glad our industry isn’t stuck in the paper-driven, segmented-information past. And I’m proud of the work we’re doing at Compound, driving the shift toward an integrated information hub.

It’s a shift I can see across our industry, and one that will improve workflow, operational support, and communication for advisors, who bring that smarter info and time saved to their clients.

[Alex Farman-Farmaian @afarmanf]

We brought on 30 advisors in 2024 — that’s 3x the advisors we added in 2023.

The growth is explosive.

And we’re bringing on even more recruiting staff and leadership, so we can keep the momentum going.

Say hello to our new members:

[compound @Compound]

We were thrilled to welcome 30 talented advisors in 2024 — a 3x increase from 2023.

Yeah, that’s triple the advisors.

We're also kicking off 2025 by celebrating the incredible talent that joined our team at the end of 2024 and the exciting growth ahead as we continue to support our expanding team.

→ Allison Tully joins as Head of Trading, bringing 20 years of complex portfolio management experience with a focus on ultra-high-net-worth clients
→ Steve Fallat, our new Head of Engineering, brings deep expertise in building high-performing tech teams
→ Joseph Silva, CPA is our Head of Finance, leveraging his CPA background and skills in creative problem-solving
→ Nelson Arnous is rising from his product manager role to become our Head of Product, overseeing our full product suite
→ Matt Faubion, CFP® brings 12+ years of experience, including leading his own RIA, specializing in equity compensation, tax strategy, and portfolio management
→ Jakub Kubrak focuses on financial planning for retirees, business owners, and family offices, bringing 15+ years of wealth management experience
→ Dimitry Farberov, CFA®, CFP® leverages 17+ years of experience across capital markets, technical analysis, and behavioral finance to craft customized solutions for clients
→ Michael Hunter, MBA, AWMA, CAPM is an experienced financial advisor who has spent more than a decade leading and supporting advisor teams
→ Teddy Levitt uses his 12+ years of wealth management experience, including roles at Altruist and AllianceBernstein, to help advisors successfully transition to Compound
→ Tiffany Tocco joins Compound with 10+ years of experience, helping next-gen advisors grow by combining technology with a client-first approach

We’re committed to reimagining wealth management for the next generation of advisors, and this team is primed to reach that goal.

To our new team members: Welcome to Compound! We're building something special together.

To our clients and partners: Thank you for your being on this journey with us as we develop the wealth management solutions you deserve.

Over the past year, we doubled our AUM. As we grow, the future only looks more promising.

Learn more about our expansion: https://t.co/YdM4Il5whr

[Christian Haigh @christian_haigh]

Not all wealth management is built the same. That’s why we started @Compound.

In the past: Advisors could work hard for years, and build up firms without any personal benefit. Most firms are owned by mega RIAs, private equity, and founding partners. It doesn’t leave much possibility for individual advisors to build equity or acquire any firm ownership.

Now: Compound advisors can be part of the firm’s economics, with a stake in its ongoing success.

We’re revolutionizing wealth management, bringing actionable insights in front of advisors so they can give their clients the best advice possible — advice that’s personalized, thoughtful, and that considers multiple financial datasets.

They can show they’re invested in the client’s unique goals.

They can provide insight and care that’s often lacking in wealth management.

That’s one kind of win. As stakeholders too, our advisors win twice.

They’re driving success, and they deserve a piece of those winnings. After all, advisors helped build Compound; we want to help them too.

At our Town Hall tomorrow (Jan. 23), I’ll talk about what’s next for Compound, reflections from 2024, and what advisors need to know: https://t.co/AdpUu9RYyr

[Alex Farman-Farmaian @afarmanf]

Right now, the wealth management industry is leaving advisors behind.

That’s why we’re building @Compound: a platform that makes advisors’ work easier, and redefines advisor-client relationships in the process.

In our Town Hall, my co-founder @christian_haigh and I, joined by Tim Hamilton, will share more about where we’ve been and where we’re headed. Specifically, how we set out to:

→ Overhaul old, paper-based systems
→ Build a single source of truth for tracking personal finances and your entire net worth
→ Give power to advisors

Those are the stepping stones to reimagining the entire industry. And we want advisors to be a part of that change. That’s why we don’t just help our advisors give personalized, impactful advice. We also give them a direct stake in our collective success.

Compound is built for them, and we couldn’t grow without them.

This is just the start.

Tune in tomorrow (Jan. 23), where we’ll talk about all of the above, plus some big news we’re excited to share, and an AMA session with me and Christian: https://t.co/0tyBCDS05W

[compound @Compound]

The S&P 500 usually thrives during the Santa rally, but this year's 0.53% drop raises questions

Our CIO, Steve Dean, notes after 2 strong years stocks look pricey, if the "Magnificent 7" stumble, market risks could grow

Insight via @PhilRosenn in @Inc: https://t.co/teD0dkiUEP

[compound @Compound]

2024 wraps up another strong year for equity markets, with solid growth holding its ground against inflation pressures.

What’s driving the momentum, and what’s next?

Let’s dive in. 👇

[compound @Compound]

When evaluating a job change, many people only consider:

--Salary
--Bonus
--Equity

What about:

--Stress level?
--Culture?
--Meritocracy?
--Office/remote/hybrid?
--Work-life balance?
--Leadership?
--Autonomy?
--PTO/Fringe Benefits?

[compound @Compound]

Raise your hand if you made a New Year’s resolution about your finances! 🙋‍♂️🙋‍♀️

Stay on top of your 2025 goals by tracking your entire balance sheet in one place with @Compound—equity, 401k, crypto, real estate, and more.

💡 Track your net worth at https://t.co/92aZm8jnoP

[compound @Compound]

Pro tip: Identify opportunities for account consolidation and/or simplification in your financial life with banks and custodians

Too often we open accounts for different reasons and lose track

This makes it difficult to maintain clarity around balances & investment strategy

[compound @Compound]

Ways you can be smart about every day tax optimization:

--Maxing out pre-tax 401ks / IRAs
--Utilizing tax-efficient investments / tax loss harvesting
--Taking advantage of HSA / FSA
--Taking all applicable tax credits
--Contributing to a 529 Plan (with possible state tax deduction)

[compound @Compound]

Throughout 2024, we expanded our services, enhanced our educational resources, and strengthened our team to better serve you

In case you missed it, here are our most impactful initiatives of 2024: