Compound
Investment ManagementCalifornia, United States51-200 Employees
Compound Planning operates as a digital family office, providing a single platform for managing taxes, investments, and borrowing. It serves entrepreneurs, professionals, and retirees, aiming to support financial decision-making while offering a personal advisory approach backed by a polished digital experience. With over $5 billion in assets under management, the firm demonstrates a substantial presence in its industry. Headquartered in San Francisco, California, the company sits in the investment management sector and blends traditional advisory services with digital capabilities. The organization operates with a mid-sized team, balancing attentive client service with scalable operations. Its stated goal is to reduce administrative burdens for clients, enabling them to focus on their personal priorities.
1-888-653-2347 
support@leadiq.com 
