Your questions, answered.
Wealth management is confusing and littered with unknowns. Compound exists to support entrepreneurs, professionals, and retirees in achieving their financial goals so they can focus on what matters most.
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Compound helps entrepreneurs, professionals, retirees, and families 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:
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.
Yes. We’re proud to partner with Greenoaks, Egon Durban, Lachy Groom, and Y Combinator, along with leaders from Goldman Sachs, Stripe, and Meta.
We are engineers who understand equity modeling and financial advisers who follow Hacker News. We’re always looking for more kind and ambitious people.
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, retirees, and families 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 work with entrepreneurs, business owners, professionals, retirees, and families, 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 for the next 5 years, 10 years, and decades into the future. Compound Planning’s approach to financial planning is personalized and goal-oriented, specializing in the unique needs of entrepreneurs, professionals, retirees, and families. 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 for 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.
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 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.
When you work with a Compound Planning advisor, you have access to top custodians — like Fidelity, Schwab, and more. We'll help you choose the right custodian partner for you depending on your specific needs and circumstances.