Compound

Wealth management for tech employees.

About

Founded

2019

Headquarters

San Francisco, California

Industry

Fintech

Company Description

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.

Quick Links

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Funding

Total Raised

$35 million

Valuation

Undisclosed

Significant Investors

Greenoaks, Y Combinator, Lachy Groom, XYZ, SciFi, Day One Ventures

Company Traction

  • As of January 2022, Compound reported 100+ customers from people working at OpenAI, Slack, Retool, Discord, Lattice, and Coinbase.

Leadership Team

  • Benjamin Snipes: General Counsel and Chief Compliance Officer at Compound. Former Chief Compliance Officer and Director of Product at Fiducial. 
  • Charlie Davidmann: Head of Finance at Compound. Former Senior Director of Finance at Pipe.
  • Michael Lieberman: Head of Revenue and Business Operations at Compound. Former Partner and CTO at IEQ Capital.
  • Ian Chan: Head of Engineering at Compound. Former Director of Engineering at Branch Metrics.

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