Insights

Digital Family Office Compound offers a comprehensive digital platform that integrates tax, investment, and borrowing management, presenting an opportunity to cross-sell advanced financial planning tools and tailored advisory services to high-net-worth clients seeking integrated wealth management solutions.

Growing AUM With over 4 billion dollars in assets under management, Compound demonstrates significant market traction, indicating potential for expansion into additional financial products or subscription-based services aimed at entrepreneurs, professionals, and retirees.

Recent ETF Expansion The recent launch of ETFs designed to mitigate dividend tax drag, in partnership with Compoundr LLC, highlights an innovative approach to investment solutions—offering a sales opportunity to introduce complementary tax-efficient investment products or leverage its expertise for new fund launches.

Technology-Driven Platform Utilizing advanced tech tools such as Tableau, Alteryx, and Google Analytics indicates a focus on data-driven insights and personalized user experiences, providing avenues to propose premium analytics solutions, customized dashboards, or integrations that enhance customer engagement.

Market Positioning Positioned between private wealth management and emerging fintech competitors, Compound presents opportunities to target similar customer segments with tailored financial products, leveraging its digital-first branding and scalable platform to attract affluent professionals seeking modern wealth management services.

Similar companies to Compound

Compound Tech Stack

Compound uses 8 technology products and services including Alteryx, Tableau, Customer.io, and more. Explore Compound's tech stack below.

Alteryx
Advanced Analytics And Data Science
Tableau
Business Intelligence
Customer.io
Customer Communication Management
Figma
Design
jQuery
Javascript Libraries
PWA
Miscellaneous
Tableau Prep
Visualisation Software
Google Analytics
Web Analytics

Media & News

New ETFs From F/m Aim to Minimize Dividend Tax Drag
On Tuesday, F/m Investments expanded its ETF roster by debuting two new funds. Both of these new ETFs were created in partnership with Compoundr LLC, and seek to address dividend tax drag.
Aug 13, 2025 | www.etftrends.com

Compound's Email Address Formats

Compound uses at least 2 format(s):

Compound Email Formats	Example	Percentage
First@withcompound.com	John@withcompound.com	83%
First.Last@withcompound.com	John.Doe@withcompound.com	14%
Last@withcompound.com	Doe@withcompound.com	3%
First.Last@compoundplanning.com	John.Doe@compoundplanning.com	85%
First@compoundplanning.com	John@compoundplanning.com	15%

Frequently Asked Questions

Where is Compound's headquarters located?

Compound's main headquarters is located at San Francisco, California United States. The company has employees across 5 continents, including North AmericaAsiaOceania.

What is Compound's stock symbol?

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

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

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

What is Compound's NAICS code?

Compound's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Compound have currently?

As of February 2026, Compound has approximately 132 employees across 5 continents, including North AmericaAsiaOceania. Key team members include Ceo: M. H.Vp & Wealth Advisor: A. F.Vp - Senior Wealth Advisor: H. B. L.. Explore Compound's employee directory with LeadIQ.

What industry does Compound belong to?

Compound operates in the Investment Management industry.

What technology does Compound use?

Compound's tech stack includes AlteryxTableauCustomer.ioFigmajQueryPWATableau PrepGoogle Analytics.

What is Compound's email format?

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

When was Compound founded?

Compound was founded in 2022.

Compound

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

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

Q: How many employees does Compound have currently?

Compound has approximately 132 employees.

Q: What technology does Compound use?

Compound's tech stack includes Node.js, Google, Rippling, Alteryx, Sanity.

Investment ManagementCalifornia, United States51-200 Employees

Compound Planning is your digital 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 $4 billion in assets under management, Compound Planning works with entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.