Compound Planning is your digital family office — a single place to manage your taxes, investments, borrowing and more.
We support your goals and help you make better financial decisions so you can focus on what matters most.
With over $3 billion in assets under management, Compound Planning works with entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
Company Details
- Employees
- 134
- Founded
- -
- Address
- Remote, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.compoundplanning.com
- Keywords
- Investment Management, Wealth Management, Financial Planning, Tax Planning, Tax Preparation, Estate Planning, Risk Management, Equity Compensation, Borrowing and Debt Management.
- HQ
- Remote
Compound Questions
Compound's website is http://www.compoundplanning.com
Compound's LinkedIn profile is https://www.linkedin.com/company/compound-financial
Compound has
134 employees.
View email and phone details for 134
employees at Compound.
Compound's industry is
Investment Management
Compound's top competitors are
Farther,
Facet,
Range,
Ramp,
Wealthfront,
Savvy Wealth,
Compound,
Fruitful,
Legalist,
Betterment.
Compound's categories are Investment Management
Compound's founding year is 2022
