Compound Planning
New York City, New Yorkcompoundplanning.com
Overview
Compound Planning is a tech-enabled registered investment adviser and digital family office that provides wealth management, investment, and tax services to high-net-worth individuals, with a focus on the tech community and providing access to private investment opportunities like venture capital.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Ai Fleet | Sep 2024 | Series B | Co-investor |
| Ai Fleet | Oct 2023 | VC Round | Co-investor |
| Runway | Dec 2022 | Series C | Co-investor |
| FORT Robotics | Jul 2022 | Series B | - |
| Ai Fleet | Dec 2021 | Series A | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
