C
Compound
Fintech · New York City, United States · Founded 2019
Providing equity advisory and tax forecasting tools MoreLess
Compound Planning is a digital family office that provides personalized wealth management services tailored to entrepreneurs, professionals, and retirees. Operating in the wealth management market, the company leverages a world-class team of financial, tax, and investment advisors to deliver customized financial solutions. Compound Planning's business model revolves around offering a comprehensive suite of services, including tax optimization, investment strategies, and financial planning, all powered by advanced technology. The company generates revenue through advisory fees and management fees charged to its clients. By focusing on high-net-worth individuals and providing a seamless transition experience, Compound Planning aims to maximize investment returns and optimize tax strategies for its clients.
Keywords: wealth management, digital family office, financial planning, tax optimization, investment strategies, high-net-worth, advisory services, entrepreneurs, professionals, retirees.
Company overview
Compound company information
The essential company record, classifications and operating signals in one place.
- Status
- Acquired
- Founded
- 2019
- Headquarters
- New York City, United States
- Employees
- 144
- Open positions
- 3
- Dealroom signal
- 76.7
- Investment activity
- 1 companies · latest Sep 2023
- Capital deployed
- —
- Preferred round
- MERGER
Valuation & funding
Compound funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| MERGER✓Other financing | Sep 2023 | $0 | — | Alternativ Wealth | ↗ |
| SERIES B✓Equity / VC | Jan 2022 | $25M | $100M | Lachy Groom · Greenoaks Capital Partners | ↗ |
| SERIES AEquity / VC | Mar 2021 | $10M | $40M | Greenoaks Capital Partners | — |
| SEED✓Equity / VC | Sep 2019 | $125K | $500K | Y Combinator | — |
Financials
Workforce over time
Available workforce history. Financial fields without reported data are omitted.
| Year | Employees |
|---|---|
| 2026 | 144 |
| 2025 | 132 |
| 2024 | 120 |
| 2023 | 66 |
Growth signals
Compound website traffic
Latest recorded traffic for Compound is 32K monthly website visits, up 146.2% over the last three months. Compound's team grew 9.1% over the past year.
Hiring
Open positions at Compound
Current openings linked to this company in Dealroom.
Comparisons
Compound compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
| Company | Headquarters | Status | Employees | Total funding | Valuation |
|---|---|---|---|---|---|
 Socha Financial GroupPersonalized financial planning and investment management services. |
Corning, United States | Acquired | 11 | — | — |
 ClearstandFinancial advisory for wealthy families and institutions. |
Austin, United States | Operational | |||
 ClimbPersonal investment and tax optimization platform. |
— | Operational | |||
 Prosperity Venture PartnersDirect investments and consulting for financial firms. |
Winter Park, United States | Operational | |||
 Fund StructuringBespoke structuring for alternative investment funds. |
Rotterdam, Netherlands | Operational | |||
 FELS Family OfficeHolistic financial services for high-net-worth individuals |
Kelkheim, Germany | Operational | |||
 AGPCIntegrated investment and relocation advisory services for Portugal |
Lisbon, Portugal | Operational | |||
 Conatus Real EstateData-driven consulting for single-family rental portfolios |
Newport Beach, United States | Operational |
Capital deployed
Compound investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Talent graph
Compound's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Compound has talent and traffic
team presence
In the news
Latest news about Compound
Recent press, funding announcements, and product moves mentioning Compound — open to read from the original sources.
Market sentiment
What the market is saying about Compound
An AI-synthesized read of the highest-engagement posts about Compound on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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