We focus on your financesyou focus on what matters most.

Wealth management for people
from leading tech companies.

Everything you need to manage your finances

We help people manage their personal finances with the same degree of rigor and sophistication that companies apply to their corporate finances.

Alternative investments
Tax filing
Estate planning
Net worth tracking
Personalized planning
Custom indexing
Financial advice
Tax modeling
Asset allocation
Lines of credit
Secondary market
Document organization
Alternative investments
Tax filing
Estate planning
Net worth tracking
Personalized planning
Custom indexing
Financial advice
Tax modeling
Asset allocation
Lines of credit
Secondary market
Document organization

A partnership

We’ll ask you about your situation—where you are today, and where you want to be tomorrow. Then we’ll help you design and implement a plan covering every aspect of your financial life.

The equity tools instantly helped me understand my equity and the implications of exercising my stock options. This was critical in helping me decide when and how much to exercise. This saved me hundreds of thousands of dollars in taxes.
Software Engineer
Meeting with a Compound financial advisor made me feel confident that if I need help and guidance on any topic, I know I will have the right people to help.
Engineering Director
Compound is great! They were there for me every step of the way leading up to our IPO. And when I would refer in my colleagues during the scramble before the liquidity event, they made me look like a genius.
Product Manager
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