Modern wealth management,
built for people in tech.

Wealth management for people from leading tech companies

Our approach

Expert advice

You get a dedicated team of financial, tax, and investment advisors. Their job is to help you make the best possible decisions.

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Financial advisor
Tax advisor image
Tax advisor
Investment portfolio manager image
Investment portfolio manager
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Concierge

Exclusive services

We give you access to vetted private investment opportunities. We can also file your taxes, help you set up a trust, and secure a portfolio line of credit.

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Public & Private investing
Tax icon
Tax filing
Borrow icon
Borrowing
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Estate planning and more

Powerful technology

Our dashboard automatically tracks your net worth, models your taxes, organizes your financial documents, and projects your cash flow.

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Net worth monitoring
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Cash flow planning
Tax simulation icon
Tax simulation
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Mobile and more

The Compound Difference

We provide an entirely personalized experienced streamlined by technology.

Traditional
firm
Robo
advisors
Human financial advisor
Human tax advisor
Net worth tracking including stock options, crypto, and real estate
Vetted alternative investments
Custom indexing public investments
Tax filing
Help with startup-backed loans
Help with selling and buying secondaries
Help with setting up an estate plan
Help with acquiring life insurance
Help with getting a portfolio line of credit
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How we measuremeasure success

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: the knowledge that your money is being deployed properly, that you’ve built a resilient portfolio, or that your family is set up for success.