Compound

Investment Management · 51 Employees
Email Address: concierge@withcompound.com
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About
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.
Year Founded
2019
Social Media
Linkedin
Industry
Investment Management
HQ Location
Remote, US
Keywords
Investment ManagementWealth ManagementFinancial PlanningTax PlanningTax PreparatioEstate PlanningRisk ManagementEquity CompensatioBorrowing and Debt Management
Location
3
  • Remote, US
  • San Francisco, CA, US
  • New York, New York, US

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first + last
andywarhol@compoundplanning.com
first_initial + last
awarhol@compoundplanning.com
first + last_initial
andyw@compoundplanning.com
first
andy@compoundplanning.com
last
warhol@compoundplanning.com
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