Compound Planning

Modern Wealth Management for Your Financial Success.

What is Compound Planning?

Compound Planning offers comprehensive wealth and investment management services tailored for founders, business owners, professionals, retirees, and families. With over $2.5 billion in assets under management, Compound provides a suite of services including investment diversification, tax management, efficient borrowing, retirement planning, and estate planning. The platform integrates with numerous financial services and offers automated portfolio management, in-house tax and investment teams, and personalized financial advice to help clients achieve their financial goals. As a fiduciary, Compound prioritizes acting in its clients' best interests, ensuring unbiased, expert guidance.

Key features

Build endowment-quality portfolios with public and private investments.
Understand tax implications of major financial decisions.
Access a network of lenders for efficient borrowing.
Plan confidently for retirement with personalized advice.
Design and implement comprehensive estate plans.
Track net worth and investments with digital tools.