Compound

Compound

Personalized wealth management and financial planning

About Compound

Simplify's Rating
Why Compound is rated
B
Rated C on Competitive Edge
Rated A on Growth Potential
Rated B on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

51-200

Company Stage

Series B

Total Funding

$34.2M

Headquarters

New York City, New York

Founded

2019

Overview

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.

YC Company
📈
Significant Headcount Growth
Simplify Jobs

Simplify's Take

What believers are saying

  • Rising demand for digital wealth management boosts Compound's market potential.
  • Growing interest in tax optimization enhances Compound's service appeal.
  • AI integration in financial planning improves Compound's decision-making capabilities.

What critics are saying

  • Increased competition from merged digital family offices threatens Compound's market share.
  • Tech layoffs may reduce Compound's high-net-worth client base.
  • Economic downturns could negatively impact Compound's investment returns.

What makes Compound unique

  • Compound offers a digital family office model for wealth management.
  • The company provides personalized services for entrepreneurs, professionals, and retirees.
  • Compound leverages advanced technology for tax optimization and investment strategies.

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Funding

Total Funding

$34.2M

Below

Industry Average

Funded Over

3 Rounds

Notable Investors:
Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
Patreon
$45M
Linktree
$65M
Substack
$100M
ClickUp

Benefits

Health Insurance

Life Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Parental Leave

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

↑ 15%

1 year growth

↑ 15%

2 year growth

↑ 23%
InvestmentNews
Sep 7th, 2023
Two startups merge into $1.2 billion digital family office

Two digitally native wealth management firms are merging into a digital family office serving entrepreneurs, professionals and retirees.

TechCrunch
Jul 12th, 2022
Here’S How To Protect Your Equity If You Get Laid Off

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:

Coverage
Jan 27th, 2022
Compound raises $25 million

Compound is a wealth manager.

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