Company

Compound

Investment Management Remote, United States 134 employees

Employees: 134
Contacts: 1
Emails: 1
Phones: 1

www.compoundplanning.com LinkedIn

Compound Overview

Headquarters: Remote, United States
Website: www.compoundplanning.com
Industry: Investment Management
Employees: 134
Founded: 2022
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Wealth Management Financial Planning Tax Planning Tax Preparation Estate Planning Risk Management Equity Compensation Borrowing and Debt Management

About Compound

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.