Insights

Wealth Management Focus Compound Planning caters to entrepreneurs, professionals, and retirees as a trusted, go-to wealth manager, offering personalized financial advisory services with over $2 billion in assets under management.

Digital Experience Advantage With a focus on combining the personal touch of a trusted advisor with a modern digital experience, Compound Planning offers clients a seamless and beautiful online platform for managing their taxes, investments, and more.

Tech-Savvy Solutions Utilizing a tech stack that includes Alteryx, Salesforce, and others, Compound Planning leverages technology to enhance efficiency, streamline processes, and deliver innovative financial solutions to its clients.

Market Differentiation The niche focus on serving the financial needs of entrepreneurs, professionals, and retirees sets Compound Planning apart from similar companies, providing a unique value proposition that caters to specific client segments.

Growth Potential With revenue falling within the range of $10M - 50M and a growing client base, there are opportunities for expansion and sales growth within both existing and new markets for Compound Planning.

Similar companies to Compound

Compound Tech Stack

Compound uses 8 technology products and services including Alteryx, Ashby, Sanity, and more. Explore Compound's tech stack below.

Alteryx
Advanced Analytics And Data Science
Ashby
Applicant Tracking Systems
Sanity
Content Management System
Salesforce
Customer Relationship Management
Redux
Javascript Frameworks
Open Graph
Miscellaneous
Google Tag Manager
Tag Management
Adobe Creative Suite
Visualisation Software

Media & News

Compound's Email Address Formats

Compound uses at least 2 format(s):

Compound Email Formats	Example	Percentage
First@withcompound.com	John@withcompound.com	87%
First.Last@withcompound.com	John.Doe@withcompound.com	8%
Last@withcompound.com	Doe@withcompound.com	5%
First.Last@compoundplanning.com	John.Doe@compoundplanning.com	88%
First@compoundplanning.com	John@compoundplanning.com	12%

Frequently Asked Questions

Where is Compound's headquarters located?

Compound's main headquarters is located at Remote, US. The company has employees across 5 continents, including North AmericaEuropeAfrica.

What is Compound's stock symbol?

Compound is a publicly traded company; the company's stock symbol is GRW.

What is Compound's official website and social media links?

Compound's official website is compoundplanning.com and has social profiles on LinkedIn.

How much revenue does Compound generate?

As of July 2024, Compound's annual revenue reached $15M.

What is Compound's NAICS code?

Compound's NAICS code is 52 - Finance and Insurance.

How many employees does Compound have currently?

As of July 2024, Compound has approximately 98 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: C. H.Chief Investment Officer: S. D.Chief Of Staff & People Lead: A. W.. Explore Compound's employee directory with LeadIQ.

What industry does Compound belong to?

Compound operates in the Financial Services industry.

What technology does Compound use?

Compound's tech stack includes AlteryxAshbySanitySalesforceReduxOpen GraphGoogle Tag ManagerAdobe Creative Suite.

What is Compound's email format?

Compound's email format typically follows the pattern of . Find more Compound email formats with LeadIQ.

When was Compound founded?

Compound was founded in 2019.

Compound

Financial ServicesRemote, United States51-200 Employees

Compound Planning is your 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 $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.