Compound Planning, Inc. is a digital family office providing comprehensive wealth management, tax services, and investment access. Founded in 2019, the firm is backed by Y Combinator and has grown to a team of over 50 advisors. Its core offering is a proprietary platform that consolidates tax management, investment oversight, borrowing, and financial planning into a single interface, designed to give clients personalized guidance, transparency, and control over their finances.
The company operates at scale, with over $4 billion in assets under management. Its integrated approach aims to identify efficiencies for clients; for example, the firm cites a case where a client saved $500,000 through tax-optimal stock option exercises. The technical foundation rests on a proprietary digital wealth management platform built in-house.
Compound Planning positions itself within the wealth management and fintech sectors, with an organizational focus on measuring success by the tangible impact on clients' financial lives. The firm's stated ambition is to build what it considers the financial institution of the future.
