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Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology.

Announcing we've crossed $5 billion AUM! Read more Get started Modern wealth management for Founders Business Owners Professionals Retirees Families Talk to an advisor Try the dashboard AS FEATURED IN We focus on your finances you focus on what matters most. $5B+ Assets Under Management $23B+ Assets Tracked 100+ Team Members 50+ Seasoned Advisors ~15 Years of Experience per Advisor Investing Taxes Borrowing Retirement Estate Planning More We help you diversify your investments We’ll help you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit. Compound portfolios include tax-loss harvesting and are automatically rebalanced when the market changes. We help you manage your taxes We’ll help you understand the tax implications of major decisions: What if I sell my equity at $price? What if I move from New York to Texas? What if I rent out my New York property? We can also file your tax returns. We help you borrow more efficiently We’ll source a range of financing options—across portfolio lines of credit, startup-equity-backed loans, mortgages, and more—to help you borrow money to most effectively achieve your goals. We help you retire with confidence If you’re like many of our clients who are currently in or approaching retirement, you likely have many questions about your finances: Do I have enough assets to maintain my lifestyle? Which accounts should I use for cash flow? How can I protect my assets for future generations? We can help you plan your estate We can help you design and implement your estate plan. We’ll guide you through the pros and cons of revocable and irrevocable trusts (GRATs, SLATs, etc.) to help you create the right plan for your family. Ask us anything We can help you prepare for an IPO, plan for a family, or set up a donor-advised fund. And if you ever have an ad-hoc request (“Transfer $amount to Founders Fund for my Q1 capital call”), just email the

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