Compoundplanning
New York, US · 3 known investors
Find your way into Compoundplanning
Compound Planning is an SEC-registered investment adviser (RIA) providing investment advisory services, and through its subsidiary Compound Tax offers tax consulting and compliance services. It serves clients seeking wealth management and financial planning.
Founders & leadership
AF
Alex Farman-FarmaianCo-Founder & CEO
Investors · 3
Competitors · 9
by search overlap
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Prior Finance203 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
Vanguard199 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Chase191 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Companies competing with Compoundplanning for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Compoundplanning do?
- Compound Planning is an SEC-registered investment adviser (RIA) providing investment advisory services, and through its subsidiary Compound Tax offers tax consulting and compliance services. It serves clients seeking wealth management and financial planning.
- Who founded Compoundplanning?
- Compoundplanning was founded by Alex Farman-Farmaian.
- Who are Compoundplanning's investors?
- Compoundplanning's investors include AltaIR Capital, Atacama Ventures, Leonis Capital.
- Where is Compoundplanning headquartered?
- Compoundplanning is headquartered in New York, US.