About Compound Planning, Inc.
Compound manages $5B+ for clients who want the personal touch of a trusted advisor and a beautiful digital experience.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Remote
- Founded
- 2022
- Company type
- Privately Held
- Company profile name
- Compound
Compound Planning is your digital family office - a single place to manage your taxes, investments, borrowing and more.
We support your goals and help you make better financial decisions so you can focus on what matters most.
With over $5 billion in assets under management, Compound Planning works with entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
Specialties
- Investment Management
- Wealth Management
- Financial Planning
- Tax Planning
- Tax Preparation
- Estate Planning
- Risk Management
- Equity Compensation
- and Borrowing and Debt Management
Company locations
Remote, US
San Francisco, CA, US
New York, New York, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 8,465
- People linked to this company
- 137
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.