Compound Planning, Inc.

Digital family office and wealth advisory

Compound Planning is a digital family office that combines personalized financial advice with a technology platform it built itself. Its clients are entrepreneurs, professionals and retirees, and it has added more than $5B in assets under management since 2022. Advisors and tax experts work in one cross-functional team with engineers and operators, with the aim of building a financial institution defined by rigor, client trust and operational excellence.