Compound
PrivateLast Round
Series B
Jan 27, 2022
Total Funding Raised
$25M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Compound Planning is a fintech company that provides a digital family office platform offering wealth management, financial planning, tax advisory, and investment management services for entrepreneurs, executives, and professionals.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Compound Comparables
Compare Compound with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Range | 85% | |
| Harness Wealth | 84% | |
| Farther | 84% | |
Compound Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 27, 2022 |
Key People
Founding team and executive leadership
Compound Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Greenoaks Capital Partners | Series B |
| SciFi Ventures | Series B |
| XYZ Venture Capital | Series B |
| Y Combinator | Series B |
| Day One Ventures | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 8, 2026
Dylan Portelli joins as Lead Product Manager.
- Apr 8, 2026
Surpassed $5 billion in AUM, representing 75% growth.
Compound Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Compound's valuation, stock price, and market status.