Compound helps entrepreneurs, professionals, and retirees achieve their financial goals. You can think of us as your family office—a single place to manage your taxes, investments, and borrowing. We support your goals and help you make better financial decisions.

Compound is not:

• Affiliate-linking you to external financial or tax advisers
• An insurance broker
• A robo-only-adviser
• Business-to-business software that we sell to other financial and tax advisers
  

We provide a robust wealth management technology and service offering, enabling our advisors to deliver a personalized financial, tax, and investment planning experience that feels magical for clients.

Compound currently serves entrepreneurs, professionals, and retirees who live in the US.

We are engineers who understand equity modeling and financial advisers who follow Hacker News. We’re always looking for more kind and ambitious people.

Compound has team members in North America and Europe, with offices in San Francisco and New York.

We start by cataloging your assets and understanding your goals. Then we use our software to build a multi-year financial plan with you. Once you’ve made a plan, we help you achieve it by managing the time-consuming work for you—coordinating with attorneys and bank representatives, helping you make capital calls, etc.

Compound provides entrepreneurs, professionals, and retirees with financial advice, tax advice, tax filing, retirement planning, estate planning, public equities investing, alternative asset investing, philanthropic planning, stock option financing, portfolio lines of credit, document management, and balance sheet tracking.

We are onboarding new clients gradually and prioritizing people that we can help right now. If you have an urgent financial need (such as an imminent or recent liquidity event), please email details of your situation to [email protected].

​​We work with entrepreneurs, professionals, and retirees, and we don’t have a minimum asset requirement to become a client. If you think you might be a fit, get in touch.

We want to help you achieve your goals over the next year—and the next 30. Compound’s financial planning is personalized and goal-oriented, specializing in the unique needs of entrepreneurs, professionals, and retirees. We leverage purpose-built modeling software to help you forecast your IPO, estate plans, retirement and diversification strategies.

We help you understand the value of your post-tax stock options and make a plan to exercise them. (Oftentimes, 20-40% of the value of your equity is tied up in how you manage the taxes.)

Yes. Compound and Compound’s licensed financial advisers are all fiduciaries, meaning that they are legally obligated to prioritize your finances above all else.

Yes. We offer tax advising, planning, and filing services to entrepreneurs, professionals, and retirees. We specialize in helping folks with topics like options-exercising, charitable giving, and capital call tracking.

Compound’s expert advisory team has experience supporting clients in acquiring insurance advice and policies. Since Compound does not offer insurance advice or policies in-house, we will support you in acquiring a satisfactory solution through a qualified insurance consultant or broker.

Compound can help you acquire loans, portfolio lines of credit, stock option financing, mortgages, and many other borrowing products. If Compound does not offer the specific financial function in-house, we will help you find a satisfactory solution.

We provide our clients with investment opportunities across public and alternative markets, including venture capital, real estate, private equity, and fixed income, among others.

Compound can help you establish philanthropic foundations and donor-advised funds (DAFs). Our goal is to help you support causes you care about while ensuring you receive the tax benefits afforded to you under the law.

We founded Compound to help entrepreneurs, professionals, and retirees manage their finances, taxes, and investments so they can focus on what matters most.

We measure our success by the impact we have on our clients’ lives. Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to. But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.

Consider a free consultation with our team to learn more.

We offer a complete solution for people in technology—we’ll invest your money, file your taxes, advise you on exercising your stock options, and help you set up an estate plan, all in one place.

Compound is not merely a financial tracker like Mint or Personal Capital’s dashboard: We won’t just track your actions: we’ll ensure you execute the optimal ones to achieve your aims. Our team specializes in supporting the unique financial needs of tech founders and employees, from estate planning to options tax treatment.

Compound’s expert advisory team has experience supporting clients in all sorts of vehicles for transferring wealth, including revocable and irrevocable trusts (e.g. Grantor-Retained Annuity Trusts (GRATs), and work with many law firms if needed to achieve your wealth transfer goals. If our team does not yet offer the function in-house, we will ensure you acquire a satisfactory solution.

Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience. We help you optimize your public investments while also solving all of the problems that robo-advisers ignore. Compound's team doesn't merely invest your liquidity in public equities and assign you a 1-10 risk number: we help you design and execute against a personalized strategy that accounts for alternative investments, tax treatment, liquidity needs, residence, family needs, and estate plans.

Yes. Compound is an SEC-registered investment adviser, and all of our financial advisers are themselves educated, trained, and licensed to provide financial advice. They, like Compound, are all fiduciaries, meaning they are legally obligated to prioritize your financial goals over all else.

If you find yourself having questions about your fees or are dissatisfied with anything at all, please contact our Concierge.

To close your account, just email the Compound Concierge.

Compound operates state-of-the-art security and compliance programs. For more on our security practices, see our Security Overview and Privacy Policy.