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Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
Series B
Total Funding
$34.2M
Headquarters
New York City, New York
Founded
2019
Compound Planning offers personalized wealth management services specifically designed for entrepreneurs, professionals, and retirees. The company utilizes a skilled team of financial, tax, and investment advisors to create tailored financial solutions for its clients. Their services include tax optimization, investment strategies, and comprehensive financial planning, all supported by advanced technology. Unlike many competitors, Compound Planning focuses on high-net-worth individuals and ensures a smooth transition experience for clients. The primary goal of the company is to maximize investment returns and optimize tax strategies for its clients, generating revenue through advisory and management fees.
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Total Funding
$34.2M
Below
Industry Average
Funded Over
3 Rounds
Industry standards
Health Insurance
Life Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Parental Leave
Remote Work Options
Two digitally native wealth management firms are merging into a digital family office serving entrepreneurs, professionals and retirees.
As of late June, over 22,000 tech employees had been laid off this year, a number expected to increase throughout the year. If you’ve found yourself in this position, you should understand exactly what will happen to your equity, because it’s likely impacted by your termination, and inaction could cost you a life-changing sum of equity. By the end of this guide, you’ll understand:
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Industries
Fintech
Financial Services
Company Size
51-200
Company Stage
Series B
Total Funding
$34.2M
Headquarters
New York City, New York
Founded
2019
Find jobs on Simplify and start your career today