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.