Alternativ
Alternativ is a privately held wealth advisory firm founded in 2021 in Irvine, California, specializing in alternative asset wealth management with 11-50 employees and recent venture funding from Soma Capital.
- Company typePrivate
- Founded2021
- HeadquartersIrvine, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Alternativ does
Alternativ is a privately held wealth advisory firm founded in 2021 and headquartered in Irvine, California. The firm specializes in wealth management with a focus on alternative assets, operating with a small team of 11-50 employees. According to available data, Alternativ has raised approximately $51 million in funding from Soma Capital across two rounds in 2023, suggesting an active scaling phase. Leadership comprises Christian Haigh as CEO and Martin Larsson as co-founder and CEO, indicating a founder-driven operating model.
The firm's strategic positioning centers on serving clients seeking exposure to non-traditional investment vehicles within the alternative assets space, a segment typically associated with high-net-worth individuals and family offices. Detailed information regarding product offerings, technology infrastructure, pricing structure, client segmentation, distribution channels, and specific advisory capabilities was not disclosed in the available source material. Adjacent data in the input corpus describes a separate or potentially related wealth management platform with $5B+ AUM and 100+ team members, but the firmographic record for Alternativ indicates a materially smaller footprint (11-50 employees, founded 2021, alternative-asset focus), so these datasets cannot be reliably merged without further corroboration.
Given the limited public disclosure, the investment-relevant facts are: an early-stage private firm, a defined alternative-asset niche, founder-led management, and meaningful recent venture funding from a single institutional investor. These facts support a profile of an emerging wealth manager building capabilities in the alternative-asset advisory segment, but revenue, AUM, client count, and product specifics remain undisclosed.
Alternativ firmographics
Firmographics- Name
- Alternativ
- Legal name
- Compound Planning, Inc.
- Website
- https://alternativ.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alternativ is a privately held wealth advisory firm founded in 2021 in Irvine, California, specializing in alternative asset wealth management with 11-50 employees and recent venture funding from Soma Capital.
- Ownership category
- akta.pro rank
Alternativ industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Alternativ is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Alternativ business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Services: SEC-registered investment adviser providing comprehensive wealth management services including investment management, tax strategy, and financial planning. Revenue is generated through investment advisory fees based on assets under management.
- Tax Consulting and Compliance: In-house tax team provides filing and consulting services through Compound Tax, LLC, a wholly-owned subsidiary. Services include tax return preparation, tax implications analysis for major financial decisions, and tax optimization strategies.
- Financing Services: Sourcing financing options including portfolio lines of credit, startup-equity-backed loans, mortgages, and other lending products through a large network of lenders. Generates revenue through arrangement fees or spreads.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Full-service wealth management for high-net-worth individuals |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Alternativ product offering
Product offeringCore offering
Alternativ is a financial firm that provides wealth advisory services with a specialization in alternative assets. Founded in 2021 and headquartered in Irvine, California, the firm advises clients seeking exposure to non-traditional investment opportunities within the alternative asset class.
Product overview
Compound Planning offers a unified wealth management platform that consolidates financial planning, investment management, and tax strategy for founders, business owners, professionals, retirees, and families. The core platform integrates multiple modules including a Dashboard for net worth monitoring, Tax Filing services, Investment Management, Estate Planning, and Borrowing Services. Additional features include Vault for secure document storage and Concierge for personalized ad-hoc requests. The company also provides a native iOS mobile application for client access. The platform differentiates through its comprehensive approach—positioning itself as a 'family office' alternative that manages taxes, investments, and borrowing in a single integrated system with relationships with thousands of financial providers.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Advisory Services Wealth advisory services focused on alternative asset classes for clients seeking exposure to non-traditional investment opportunities.
Quantifiable outcome
- Save clients $500k+ by helping them exercise stock options in tax-optimal way
- +1 more outcomes
Companies that use Alternativ
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles1 record
Alternativ technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
Alternativ partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Estate Planning PartnerscoreMultiple estate planning partners integrate within the Compound platform to provide trust setup, GRATs, SLATs, and comprehensive estate plan design and implementation services.
- Large Network of LenderscoreRelationships with a large network of lenders to source financing options including portfolio lines of credit, startup-equity-backed loans, and mortgages to help clients borrow most effectively.
- Financial Institutions Integration NetworkcoreIntegration with thousands of providers including banks, 401k plans, credit cards, and cap table managers. Platform connects to client accounts for real-time net worth monitoring and automatic updates.
Scale indicators6 records
Recent moves4 records
Expansion highlights3 records
Alternativ competitors and assessment
Company assessmentDirect peers
- Hightower Advisors: Large, advisor-led RIA platform serving HNW individuals and families with comprehensive wealth management including alternatives. Comparable to Alternativ in business model (fee-based RIA with alts exposure) and target client (founders, executives, business owners).
- Cresset Capital: Wealth management and family office platform explicitly built around alternatives exposure for HNW founders, executives, and business owners. Highly comparable to Alternativ's positioning and alts-first orientation.
- Beacon Pointe Advisors: Multi-office RIA providing comprehensive wealth management to HNW individuals and families including alternatives allocation. Comparable in service model, client type, and growth trajectory to Alternativ.
- Aspiriant: Fee-only RIA serving HNW individuals and families with integrated investment, tax, and estate planning including alts. Comparable to Alternativ in client focus and integrated-wealth-service model.
- Corient: Fast-growing national RIA serving ultra-HNW and HNW clients with comprehensive wealth management including alternatives. Comparable to Alternativ in target client, growth orientation, and integrated service offering.
Broad incumbents
- Mariner Wealth Advisors: National RIA providing family-office-style wealth management including alternatives, tax, and estate planning. Comparable to Alternativ in service breadth and HNW target market, but at materially larger scale.
- Focus Financial Partners: Partnership model aggregating high-quality RIAs with HNW and ultra-HNW focus, often including alternatives capabilities. Comparable to Alternativ in client type and alts orientation, though vastly larger and public.
- Creative Planning: Large national RIA offering comprehensive wealth management including alts access, tax, and estate services to HNW clients. Comparable to Alternativ in service model and client profile, with significantly greater scale and brand.
- Fisher Investments: Large RIA managing global portfolios for HNW and institutional clients with significant exposure to alternatives and private markets. Comparable in alts orientation though materially larger than Alternativ.
Emerging players
- Empower (formerly Personal Capital): Hybrid digital wealth manager combining technology platform with human advisors for HNW clients, including access to alternatives. Comparable to Alternativ in HNW focus and tech-enabled service model, though at significantly larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Alternativ social profiles
Digital presenceAlternativ compliance and trust
Trust signalCompliance2 records
Alternativ financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alternativ leadership team
Management profileNumber of profiles
Profiles2 records
Alternativ subsidiaries and ownership
Company hierarchySubsidiaries1 record
Alternativ funding detail
Funding detailFunding overview
Funding rounds4 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alternativ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alternativ
What does Alternativ do?
Alternativ is a financial firm that provides wealth advisory services with a specialization in alternative assets. Founded in 2021 and headquartered in Irvine, California, the firm advises clients seeking exposure to non-traditional investment opportunities within the alternative asset class.
Is Alternativ a public or private company?
Alternativ is a private company. It is classified as venture growth investor backed and is currently operating.
When was Alternativ founded?
Alternativ was founded in 2021. It employs 11 to 50 people.
Where is Alternativ based?
Alternativ is headquartered in Irvine, United States, in the North America region.
How does Alternativ make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are tax Consulting and Compliance and financing Services.
Who are Alternativ's main competitors?
Direct peers on record are Hightower Advisors, Cresset Capital, Beacon Pointe Advisors, Aspiriant and Corient. Broad incumbents are Mariner Wealth Advisors, Focus Financial Partners, Creative Planning and Fisher Investments. Empower (formerly Personal Capital) is listed as an emerging player.
Does Alternativ have an API?
No public API is recorded for Alternativ.
What industry is Alternativ in?
Alternativ's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.