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 $5 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.
| Website | http://www.compoundplanning.com |
| Employees | 138 (80 on RocketReach) |
| Founded | 2022 |
| Industry | Investment Management |
| Keywords | Family Office, Financial Planning, High Net Worth Individuals, Wealth Management, Wealth Preservation, Tax Planning, Financial Advisory, Financial Consulting, Comprehensive Financial Planning, Investment Management, Asset Management, Tax Optimization, Estate Planning, Portfolio Management, Investment Strategy, Long Term Financial Planning, Retirement Planning, Legacy Planning, Debt Management, Borrowing Solutions |
| Competitors | SAP, Workday, IBM, Anaplan, Domo, Tableau, Oracle, Planful, Adaptive Insights, The Chronicle of Higher Education +54 more (view full list) |
Looking for a particular Compound employee's phone or email?
Compound Questions
Alex Farman-Farmaian is the Co-Founder and CEO of Compound.
80 people are employed at Compound.
Top Compound Employees
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Alex Farman-Farmaian
Co-Founder and CEO at Compound
New York, NY, US13 -
Stephen Dean
Chief Investment Officer at Compound
California, United States2 -
Tony Golden
SVP, Wealth Advisor at Compound
New York, NY, US4 -
Matt Faubion
VP, Wealth Advisor at Compound
Vancouver, WA, US34 -
Patrick Scherer
SVP and Wealth Advisor at Compound
Pittsburgh, PA, US14 -
Beau Simon
SVP and Wealth Advisor at Compound
Royal Oak, MI, US3 -
Reed Nothwang
VP, Wealth Advisor at Compound
San Francisco, CA, US22 -
Boyan Doytchinov
SVP and Wealth Advisor at Compound
New York, NY, US12 -
Jesse Porter
VP and Private Wealth Advisor at Compound
Orange, CA, US25+ -
David Pender
SVP, Wealth Advisor at Compound
California, United States2
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