# Compound

- **Website:** <https://compoundplanning.com>
- **Primary alias:** `compoundplanning.com`
- **Founded:** 2019
- **Employees:** 51+
- **Location:** Remote, United States
- **Company kind:** PRIVATELY HELD

## Description

Compound Financial Inc. is a leading brand that offers a personalized and transformative wealth management experience for entrepreneurs, professionals, and retirees. They bring together a world-class team and innovative technology to provide exceptional service to their clients. As a digital family office, Compound Planning strives to become the Apple of wealth management, delivering unparalleled quality and making a significant impact on clients' lives.

Their success is measured by the concrete and subtle ways they enhance their clients' financial well-being. From saving clients significant amounts of money through tax-optimized exercises of stock options to increasing investment returns by providing access to private opportunities, Compound Financial aims to create peace of mind for their clients. They achieve this through a robust wealth management technology and service offering that empowers advisors to deliver a magical and personalized financial, tax, and investment planning experience.

With over $1 billion in assets under management, Compound is the go-to wealth manager for the next generation of advisors and clients. If you're looking to join a dynamic and innovative team, Compound Financial is rapidly growing and seeking talented individuals who are passionate about solving financial challenges.

Please note that Compound Financial is not a licensed lender, law firm, or insurance agency, and clients are encouraged to consult with their personal advisors before making financial decisions.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [linkedin](https://linkedin.com/company/compound-financial)
- [twitter](https://twitter.com/Compound)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5SlME83-/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1779639072846)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Cod Gray | #171717 | dark |
| White | #ffffff | light |
| Muddy Waters | #bc896c | accent |

## Fonts

- Monument Grotesk — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5SlME83-/w/1500/h/500/idirzt471A.jpeg?c=1bxid64Mup7aczewSAYMX&t=1787628114440)

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_Source: <https://brandfetch.com/compoundplanning.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._