Alex Farman-Farmaian in

Alex Farman-Farmaian

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Co-Founder / CEO at Compound
📍 New York, New York, United States

Alex Farman-Farmaian is the Co-Founder and CEO of Compound Planning, a digital wealth management firm with over $4 billion in AUM. An expert in equity compensation, he was formerly an early employee at Carta, where he built and scaled numerous sales teams. He holds Series 7, 63, & 24 licenses and a B. A. from UC San Diego.

Alex is passionate about creating tax-efficient strategies for clients, particularly for executives and employees of high-growth tech companies approaching liquidity events. He is focused on leveraging technology, including AI-powered workflows, to enable financial advisors to deliver personalized, white-glove service to clients at scale.

He was recognized by InvestmentNews as one of its "Rising Stars: Best Wealth Managers & Advisors Under 40. "

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Experience
15 Years
Current Role
Co-Founder / CEO
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Alex cares about

Equity Compensation
Described as an expert in this area, he focuses on creating tax-efficient strategies for tech employees and executives managing complex equity decisions.
Wealth Management Tech
Leads Compound's development of a proprietary platform, including an AI-powered operating system, to help advisors scale their services and improve the client experience.
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Career

Work history

7-2025
Co-Founder / CEO
Compound
3-2022
Co-Founder & Co-CEO
Compound
3-2022
Co-Founder
Compound
11-2021 - 4-2022
Head of Corporate Coverage
Carta
1-2021 - 11-2021
Director, Corporate Coverage
Carta
In the press

Media appearances

RIA Edge Podcast: Compound Planning's Alex Farman‑Farmaian on How an Integrated All‑Digital RIA Looks at Growth. Featured in WealthManagement.com
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$4bn Compound Planning names Farman-Farmaian sole chief executive. Featured in Citywire
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Education
B.A.
UC San Diego
Education details unavailable
Burlingame High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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