Compound Planning
withcompound.comModern wealth management for entrepreneurs, professionals, and retirees
Finance & Fintechwealth-managementfinancial-planninginvestment-managementtax-planningriafintech
About
Compound Planning is a registered investment adviser offering personalized wealth management services to entrepreneurs, professionals, and retirees. The platform combines a professional advisory team with modern technology to deliver investment management, financial planning, and tax services. It operates as an SEC-registered RIA based in New York, with a subsidiary handling tax consulting and compliance.
Problem
High-net-worth individuals need integrated, modern financial planning and investment management tailored to their specific situations.
For
entrepreneurs, professionals, and retirees seeking personalized wealth management
How it works
Clients work with a team of financial advisors supported by technology to receive personalized investment and tax planning services.
Business model
unknown
Status
launched
Company
Compound Planning, Inc.