Compound
Modern wealth management for founders, business owners, professionals, retirees, and fam.
Compound is a wealth management service that pairs human advisors with technology for founders, business owners, professionals, retirees and families. It addresses the need to coordinate investments, tax planning and financial decisions in one place, with a client dashboard and tax filing services alongside advisory support.
The firm's AdvisorHQ platform includes CompoundAI, an AI tool at its core, plus a client dashboard and tax filing. The team includes CFA®, CFP®, CPAs and JDs covering investments, operations, technology and client services, with wealth advisors, traders and a tax director. Tax consulting and compliance are handled through Compound Tax, LLC, a wholly-owned subsidiary. The company is an SEC-registered investment adviser based in New York.
Services are aimed at individuals and families seeking coordinated wealth management and tax support. The pages describe options to talk to an advisor or try the dashboard, but do not specify a free plan, trial period, editions, or seat-based or usage-based packaging.
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