Compound
AcquiredYC S19San Francisco, US · Founded 2022 · 51 employees · 6 known investors
Compound provides wealth management technology and services enabling advisors to deliver personalized financial, tax, and investment planning for clients. The platform serves ambitious, high-net-worth individuals and manages over $5 billion in assets.
Also known as Compound Planning
Founders & leadership· Y Combinator alumni (S19)
Compound was founded in 2022 by Jordan Gonen, Jacob Schein, and Alex Farman-Farmaian.
Investors · 6
Company profile
researched Aug 2026Compound, which operates as Compound Planning, is a wealth and investment management firm based in San Francisco. It positions itself as a family-office-style service that brings taxes, investments, borrowing and related financial decisions into a single place, with clients able to work with an advisor or use a dashboard product. Its stated client segments include founders, business owners, professionals, retirees and families.
The firm's original focus was people who work at technology companies, helping them manage equity-heavy and complex personal finances. Examples it gives of its work include optimizing the timing and tax treatment of stock option exercises and providing access to private investment opportunities, alongside longer-term retirement and family planning. The company was part of Y Combinator's Summer 2019 batch and came out of stealth in January 2022.
Business model
Compound provides wealth and investment management services to individual clients, combining human advisors with a software dashboard covering taxes, investments and borrowing.
Traction
As of January 2022 the company reported more than 100 customers working at companies including OpenAI, Slack, Retool, Discord, Lattice and Coinbase. Y Combinator lists a team size of 51.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Compound is positioned as a modern wealth manager and family-office alternative for technology-sector employees and other high-net-worth individuals.
The firm frames its offering around outcomes such as tax-optimal exercise of stock options and access to private investment opportunities that clients would not otherwise reach, delivered as a consolidated alternative to separate tax, investment and lending relationships.
Technology
Compound offers a client dashboard through which users can manage taxes, investments and borrowing in one place.
Go-to-market
Prospective clients are directed either to speak with an advisor or to try the company's dashboard product directly from its website.
Founders, business owners, professionals, retirees and families; the firm's initial focus was employees of technology companies. As of January 2022 it reported more than 100 customers, including people working at OpenAI, Slack, Retool, Discord, Lattice and Coinbase.
Geography
Headquartered in San Francisco, California.
History
Compound was founded by Jordan Gonen and Jacob Schein and participated in Y Combinator's Summer 2019 batch. It emerged from stealth mode in January 2022, drawing coverage from TechCrunch and WealthManagement, and was the subject of a July 2022 New York Times article on start-up equity as a retirement plan. Y Combinator's profile lists the company as acquired.
Compiled by commissioned research from 5 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Founder mafia
4 people who came through Compound went on to found or lead other companies.
Timeline · 1
launches, deals, and filingsCompound emerged from stealth, covered by WealthManagement and TechCrunch, which described it as aiming to be a one-stop shop for tech employees to manage their finances.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
▸Research sources · 5
primary sources listed
- Compoundwithcompound.com · web
5 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Compound do?
- Compound Planning is a San Francisco wealth manager serving tech employees, founders and other high-net-worth clients.
- Who founded Compound?
- Compound was founded by Jordan Gonen, Jacob Schein, Alex Farman-Farmaian in 2022.
- Who are Compound's investors?
- Compound's investors include AltaIR Capital, Evolution Ventures, MPG Fund, XYZ Venture Capital, Y Combinator, Andreessen Horowitz.
- Where is Compound headquartered?
- Compound is headquartered in San Francisco, US.