Compound Planning
Finance · California, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
2261 Market St 4013, San Francisco, Cali...Phone Number
(888) 533-9364Website
www.compoundplanning.comRevenue
$51.6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
3
2
2
2
About Compound Planning
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 $1 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.Explore more
Popular SearchesCompound PlanningCompoundSIC Code 62,628NAICS Code 52,523Show moreCompound Planning Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Compound Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Compound Planning recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Check if Compound Planning has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Compound Planning launches new products
Compound Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Compound Planning is spiking on competitors!
Click to see if Compound Planning had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Compound Planning has new funding data
Congratulate Masked Content for being promoted to Masked Content at Compound Planning
Recommended Actions
Reach out to Masked Content who joined Compound Planning as Masked Content
Find more new buyers
Company Profile Activity
Activity Insights
Compound Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Compound Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compound Planning.
Compound Planning Tech Stack
A closer look at the technologies used by Compound Planning
Most Recent Scoops
Open Position
Left Company
Executive Move
Executive Moves, Left Company
Open Position
Open Position
Lateral Move
Executive Move
Executive Moves, Lateral Move, Board of Directors
Compound Planning News & Media
Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions
NEW YORK--(BUSINESS WIRE)--Compound has added eight financial advisors, including a three-person team who previously managed a $120 million RIA, Northstar Financial Management.Compound Planning Adds Tax Filing to Client Dashboard, Streamlining How Advisors Manage Wealth
NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options let clients manage their taxes directly from the Compound dashboard—whether they choose self-service or a guided digital experience through april, or full-service tax filing with a vetted CPA partner. Tax filing has historically been a fragmented process disconnected froSteve Dean Compound Planning CIO | Employee Benefit News
Steve Dean is the chief investment officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA.
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Compound Planning
Sign Up For FreeTo access detailed company insights
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 $1 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and r... Read More
