Alternativ

Merged

Irvine, United States · Founded 2012 · $37.4M raised

Headquarters
Irvine, California
Employees
11–50
Founded
2012
Business Model
B2C
Total Funding
$37.4M
Last Round
$27.4M Series BSep 2023
Rounds
2

About

Alternativ Wealth was an Irvine, California-based wealth management firm founded in 2012 by Christian Haigh, serving founders, executives, and high-net-worth individuals. The firm was purpose-built around alternative investment strategies, providing personalized financial planning and portfolio management for clients seeking exposure beyond traditional stocks and bonds. In September 2023, Alternativ Wealth merged with Compound to form Compound Planning, creating a $1.1B digital family office. The combined entity offers integrated wealth management services for tech founders and executives.

Summary

Alternativ is a Wealth Management company based in Irvine, United States, founded in 2012. It has raised $37.4M in total across 2 rounds, most recently a $27.4M Series B round in Sep 2023. Investors include Soma Capital and Tribe Capital.

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Funding History

Series BSeries BSep 2023
$27.4M

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Investors

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