Compound Planning Launches CompoundAI, Embedding Contextual AI Across Full AdvisorHQ Operating System

New CompoundAI agents, and a rebuilt Activity Monitor, help advisors capture each client’s full financial picture, surface what needs attention, and execute work directly inside AdvisorHQ

NEW YORK--(BUSINESS WIRE)--Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of CompoundAI, the AI embedded into the core of AdvisorHQ, the firm’s proprietary advisor operating system.

Whereas existing point solutions operate outside an advisor’s core systems, CompoundAI is built directly into AdvisorHQ, drawing from the complete picture of each client’s financial life – including account data, holdings, meeting notes, call transcripts, and client communication history, maintained and updated in real time across AdvisorHQ. CompoundAI agents go beyond answering questions, utilizing each client’s complete record to solve complex requests, take action across AdvisorHQ, and prepare work for advisor approvals. For example, an advisor can ask CompoundAI to turn a routine client request into a ready-to-submit ticket in seconds.

CompoundAI also powers a redesigned Activity Monitor, which now separates actionable day-to-day tasks from ambient household signals and surfaces AI-generated reminders an advisor can execute on with one click. A new iOS app also gives clients a mobile-native way to manage their entire net worth, while capturing the household context that empowers their advisor.

“The relationship between an advisor and a client is built over years, and it runs on trust. Our technology is built to accelerate and augment that,” said Alex Farman-Farmaian, CEO and co-founder of Compound Planning. “CompoundAI takes manual work off our advisors, so more of their time goes to the relationship itself and high-impact advice.”

Key 2026 Technology Updates

CompoundAI represents the AI capabilities embedded across AdvisorHQ, powering agents that streamline advisor workflows and the operating system where that work gets managed. Functionality that is live today and already in daily use across the firm includes:

• The General Assistant agent prepares advisors for client work and answers household questions across the full client relationship. It pulls a full summary of recent activity, open items, and prior conversations in seconds, reasons across a client’s full holdings and cost basis, and drafts follow-up emails and meeting agendas in the advisor’s voice, ready for their review.
• The Service Request agent handles the operational work advisors previously routed by hand, including ACH transfers, distributions, and account maintenance. For example, an advisor can ask it to handle a gift of appreciated stock to a client’s donor-advised fund and receive a structured service ticket, ready to review and submit.

Activity Monitor, since debuting last year, has been rebuilt to run on CompoundAI. What was once a single blended feed of tasks and household signals is now two distinct views, with AI-generated tasks an advisor can act on with one click. For example, when a client’s RSUs are approaching a vesting date or a large, unexplained cash deposit hits an account, Activity Monitor surfaces it automatically, with a suggested next step.

A new iOS app also gives clients a mobile-native way to connect and manage their accounts, keeping the household record current across devices.

One Platform, Powered by Household-Level Context

Every response from CompoundAI is fully sourced, citing the transcripts, emails, and records it drew from, linking back to the client record, and clearly flagging what’s evidence-based versus AI-suggested.

Together, it offers advisors what they need to run the client relationship, from walking into a meeting prepared to acting on what comes out of it, enabling advisors to execute across an end-to-end workflow to:

• Capture holistic client context automatically within AdvisorHQ via transcripts from client meetings, all client email communications, and the Compound Dashboard.
• Surface suggested and prioritized tasks via an updated Activity Monitor, powered by CompoundAI.
• Execute on client work directly via CompoundAI’s growing set of purpose-built agents, including the General Assistant and Service Request agents, inside AdvisorHQ.

Each step is connected back to the underlying household record, giving advisors a clear view of where the information came from and what action is being taken.

“AI tools are only as valuable as the data and context they can access,” said Steve Fallat, Head of Engineering at Compound Planning. “This is why the household record is the backbone of CompoundAI. When an advisor acts on what it gives them, whether that is sending an email or submitting a service request, they are acting on something they can trace, not a best guess. Our goal isn’t to replace advisors. It’s to give them the context and seamless tooling to do the work that actually requires them.”

Compound Planning plans to continue expanding CompoundAI across AdvisorHQ, with work underway on cross-household reasoning, deeper planning data, more proactive surfacing through Activity Monitor, and additional agents that support more of the advisory workflow. As the firm’s technology evolves, its mission remains focused on equipping advisors with modern tools that elevate their expertise and deepen the client relationship.

About Compound Planning

Compound Planning is a digital family office and tech-enabled RIA managing more than $5 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives in one place, from investments and taxes to estate planning and equity compensation. For financial advisors, Compound offers the freedom to run their own practice with the backing of a tech-enabled platform, peer community, and institutional support, delivering collaborative independence designed for long-term growth.

Disclosure: Compound Planning is an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment, legal, or tax advice. Past performance and professional designations are no guarantee of future results. Assets Under Management (AUM) and advisor data are as of January 31, 2026. AI is used for operational efficiency, not for investment selection or advice. For more details, see our Form ADV at adviserinfo.sec.gov.