Compound Planning, Inc. is a digital family office founded in 2019, offering comprehensive wealth management services to entrepreneurs, professionals, and retirees. Its platform integrates tax optimization, investment management, borrowing, and financial planning into a single interface. The firm reports over $4 billion in assets under management and has been recognised by Financial Advisor Magazine as one of America's Top RIAs in 2024 and by SHOOK Research as a Top RIA Firm in 2025.
The company's technical operations centre on building a digital financial platform that consolidates wealth management functions. Engineering teams work on systems handling tax-optimal stock option exercises, investment access, and financial planning tools. The firm cites client tax savings such as $500,000 through strategic stock option exercises as examples of platform-driven outcomes.
Backed by Y Combinator, Compound Planning employs more than 50 advisors. The firm has been featured in Forbes, The New York Times, and Barron's, and positions itself as building a technology-driven financial institution for the future.
