Fenwick is representing Compound Financial, a developer of a finance
platform that provides wealth management
services to startup founders, in its merger with
Alternativ Wealth, an operator of a wealth management and investment services platform.
As a result of the merger, Alternativ Wealth will rebrand as
Compound Planning while increasing assets under management to $1.1 billion. The
combined company’s technology platform will provide their advisors with a
digital experience that spans the front, middle and back offices, accompanied
by digital dashboard tools for clients. More information can be obtained from Compound’s news announcement.
The Fenwick transaction team includes corporate partners Michael Brown and
Ethan Skerry, M&A associates Jiarui Li and Faye Wang and startup associates
Aaron Ginsburg and Atrina Mehdipour; technology transactions partner Joseph
Schenck and associate Ellis Liang; executive compensation and employee benefits
partner Matt Cantor and associates Liza Morgan and Cynthia Yuan; privacy and
cybersecurity counsel Ana Razmazma and associate Alyona Eidinger; and tax
partner William Skinner and associate Daphny Lazarus.