Compoundplanning
New York, US · 3 known investors
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 · 7
by search overlap
SmartAsset641 shared keywordsFisher 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.
Interactive Strength Acquires Ergatta438 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Industries291 shared keywordsJ.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.
Experian235 shared keywordsExperian 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.
Kiplinger205 shared keywordsKiplinger 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.
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.