Insights

Asset Under Management Compound Planning manages over $1 billion in assets, indicating a significant client base with substantial investable funds that could benefit from additional financial services.

Trusted Advisor As a family office providing a personal touch combined with a digital experience, Compound Planning positions itself as a trusted advisor, appealing to clients seeking individualized financial guidance and support.

Tech-Centric Approach With a tech stack including Alteryx, Salesforce, and more, Compound Planning showcases a technology-forward approach that resonates with businesses looking for innovative financial solutions.

Revenue Bracket Generating revenue between $10 million to $50 million, Compound Planning operates within a lucrative bracket that presents opportunities for upselling additional services to existing clients or acquiring new high-value clients.

Competitive Analysis In comparison to similar companies like BlockFi and Nexo, understanding the strengths and weaknesses of these competitors can help tailor sales strategies to highlight Compound Planning's unique value proposition and stand out in the market.

Similar companies to Compound

Compound Tech Stack

Compound uses 8 technology products and services including Alteryx, Ashby, Sanity, and more. Explore Compound's tech stack below.

Alteryx
Advanced Analytics And Data Science
Ashby
Applicant Tracking Systems
Sanity
Content Management System
Salesforce
Customer Relationship Management
Redux
Javascript Frameworks
Open Graph
Miscellaneous
Google Tag Manager
Tag Management
Adobe Creative Suite
Visualisation Software

Media & News

Compound's Email Address Formats

Compound uses at least 2 format(s):

Compound Email Formats	Example	Percentage
first@withcompound.com	John@withcompound.com	87%
first.last@withcompound.com	John.Doe@withcompound.com	8%
last@withcompound.com	Doe@withcompound.com	5%
first.last@compoundplanning.com	John.Doe@compoundplanning.com	88%
first@compoundplanning.com	John@compoundplanning.com	12%

Frequently Asked Questions

Where is Compound's headquarters located?

Compound's main headquarters is located at Remote, US. The company has employees across 5 continents, including North AmericaEuropeAfrica.

What is Compound's stock symbol?

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

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

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

How much revenue does Compound generate?

As of May 2024, Compound's annual revenue reached $15M.

What is Compound's NAICS code?

Compound's NAICS code is 52 - Finance and Insurance.

How many employees does Compound have currently?

As of May 2024, Compound has approximately 96 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: C. H.Chief Investment Officer: S. D.Chief Of Staff & People Lead: A. W.. Explore Compound's employee directory with LeadIQ.

What industry does Compound belong to?

Compound operates in the Financial Services industry.

What technology does Compound use?

Compound's tech stack includes AlteryxAshbySanitySalesforceReduxOpen GraphGoogle Tag ManagerAdobe Creative Suite.

What is Compound's email format?

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

When was Compound founded?

Compound was founded in 2019.

Compound

Financial ServicesRemote, United States51-200 Employees

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. 

With over $1 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.