C
Compound
Providing equity advisory and tax forecasting tools
About Compound
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.
Source: Dealroom company dataAt a glance
- Status
- Acquired
- Founded
- 2019
- Headquarters
- New York City, United States
- Employees
- 144
- Open positions
- 3
- Dealroom signal
- 76.7/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Tax, Alternative Investments, Financial Advisory, YC S19
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 1 company, latest Sep 2023
- Capital deployed
- —
- Preferred round
- MERGER
Knowledge graph
More headlines
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 | ↗ |
Growth signals
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.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
Series A2 investors entered at this stage
Other known investors4 additional known investors
Alternativ Wealth
Banana Capital
Romeen Sheth
XYZ Venture Capital
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Compound on X, ranked by likes and reposts, corporate channels excluded.
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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