Compound Planning, Inc.

Compound Planning, Inc. is a digital family office founded in 2019 and backed by Y Combinator. The firm manages over $4 billion in assets through a combination of more than 50 human advisors and a proprietary digital platform, serving entrepreneurs, founders, business owners, professionals, families, and retirees.

The company integrates wealth management, tax services, investment management, and borrowing oversight into a single platform, aiming to deliver the kind of coordinated financial stewardship traditionally associated with family offices. Its tax services include equity-compensation planning - for example, tax-optimal stock option exercise strategies - with the firm citing client savings of up to $500,000 in documented cases. It also offers access to private investment opportunities alongside broader financial planning covering liquidity events, retirement, and portfolio management.

Compound Planning has received a number of industry recognitions, including being named one of Financial Advisor Magazine's 2024 America's Top RIAs, a 2025 SHOOK Top RIA Firm, and among the 50 Fastest Growing RIAs. The firm has also been covered by Forbes, The New York Times, and Barron's.