`

Compound

Investment Management

Specialities :
Investment management
Wealth management
Financial planning
Tax planning
Tax preparation

+4

Sign Up to View More
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Compound

What does Compound do?+

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 $2 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

What are Compound's specialties? +

Investment management ,wealth management,financial planning,tax planning,tax preparation,estate planning,risk management,equity compensation,and borrowing and debt management

What is Compound's industry? +

Compound operates in the Investment management industry.

What is Compound's revenue? +

Compound's revenue is 11m - 100m

What is Compound's company size? +

Compound has 51 - 200 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Sign Up For Free
Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Sign Up For Free
Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.

Sign Up For Free