Compound Company Profile, Contacts & Intelligence

Investment ManagementRemote, United States134 employeesFounded 2022
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
134
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts

Compound Overview

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.

Headquarters
Remote, United States
Website
www.compoundplanning.com
Industry
Investment Management
Founded
2022
NAICS
Other Financial Investment Activities, Portfolio Management
Investment Management Wealth Management Financial Planning Tax Planning Tax Preparation Estate Planning Risk Management Equity Compensation Borrowing and Debt Management

Compound Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

Compound People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
Hali Browne London
Senior Wealth Advisor at Compound
N
Nathan Bengali
Principal & Senior Wealth Advisor
EP

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