Compound Planning
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Compound Planning - overview
Established
2019
Location
San Francisco, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 2019 by CEO Jordan Gonen and co-founder Jacob Schein, Compound Planning operates as a fintech company providing a wealth management platform for customers to manage their liquid and illiquid assets. In September 2023, Compound Financial, Inc. , a portfolio company of Day One Ventures, Greenoaks Capital, SciFi VC, XYZ Ventures, and Y Combinator, merged with Alternativ, LLC to form Compound Planning. Compound Planning provides clients with diversified investment solutions across real estate, venture capital, and fixed credits.
The company offers management services for client’s taxes by maintaining a wide range of portfolios to reduce taxes and rebalancing with market changes. In addition, the firm allows users to borrow from a range of financial options such as portfolio lines of credit, start-up equity-backed loans, mortgages, and many more. The company offers its services to clients with retirement and estate planning. Compound Planning provides a mobile application for advisors to track client’s portfolios and conduct transactions.
Current Investors
Greenoaks Capital, Y Combinator, SciFi VC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services, Accounting/Finance Software
Website
www.compoundplanning.com
Verticals
FinTech, Mobile Apps
Company Stage
Merged
Total Amount Raised
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