Compound Planning offers integrated wealth management services encompassing investment management, tax strategy, and estate planning for high-net-worth individuals. The platform provides access to diversified portfolios including private market opportunities alongside automated services like tax-loss harvesting. Clients benefit from a centralized dashboard for net worth monitoring, cash flow analysis, and efficient borrowing solutions.
Funding
$25.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Startup founders and employees often lack the expertise and tools to effectively manage their finances, particularly when dealing with complex equity compensation structures. This can lead to suboptimal decisions regarding stock options, tax liabilities, and long-term wealth accumulation.
Solution
Compound Planning offers a comprehensive wealth management platform that combines financial planning, investment management, and tax strategy, tailored for startup founders, business owners, professionals, retirees, and families. The platform provides tools to track net worth, plan cash flow, simulate tax scenarios, and manage company equity. Compound Planning integrates with thousands of providers, including banks, 401k plans, credit cards, and cap table managers, ensuring a consolidated and up-to-date view of a user's financial landscape. Clients gain access to a dedicated team of financial, tax, and investment advisors who provide personalized advice and support, helping them make informed decisions about their finances.
Target Audience
The primary target audience includes startup founders, business owners, professionals, retirees, and families seeking comprehensive wealth management solutions and personalized financial advice.
Features
- Net worth monitoring across public and private investments, real estate, and company equity
- Cash flow planning and retirement projections
- Tax strategy and simulation to optimize tax liabilities
- Management of company equity, including stock options
- Integration with thousands of financial institutions and cap table managers for automatic data updates
- Access to alternative investments, including venture capital, real estate, and private equity
- Support for estate planning, philanthropic planning, and borrowing solutions
- Personalized direct indexing and tax-loss harvesting
- Concierge service for ad-hoc financial requests