Fundraising FoxCompoundplanning
New York, US · 3 known investors
Find your way into Compoundplanning
Sign up to see every warm intro you have to Compoundplanning
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Compoundplanning team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
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
AltaIR Capitallisted by AltaIR CapitalHerzliya
How we know: the VCSheet dataset · Not right? Tell us
Leonis Capitallisted by Leonis CapitalSan Francisco
How we know: the VCSheet dataset · Not right? Tell us
Related companies · 8
SmartAssetFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
IndustriesJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
ExperianExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
CorporatefinanceinstituteCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
KiplingerKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
SoFiSoFi Technologies is a digital personal-finance company offering student and personal loans, mortgages, investing, banking and credit cards through one app; it went public on the Nasdaq in 2021 via SPAC.
VanguardVanguard 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.
ChaseA 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 working in the same space as Compoundplanning.
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.