Compound Planning crosses $2 billion of assets under management

Modern wealth management,
built for people in tech.

Compound Planning has beenfeatured in top publications

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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
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Tax advisor
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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
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Tax filing
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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
Traditional firm
Dedicated financial advisor
In-house tax advisors
Digital net worth tracking including stock options, crypto, and real estate
Cash flow and retirement projections
Public equities & fixed income
Vetted alternative investments
Personalized direct indexing
Capital calls and distribution management
Tax return preparation and filing
Help with setting up an estate plan
Help with creating a foundation or donor advised fund
Help with acquiring life insurance
Help with startup equity backed loans
Help with buying and selling secondaries
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: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.