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Compound Planning

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.

Year Founded

2023

AUM

$3B

Portfolio Companies

26

Investments

CompanyDateStageLead
Ai FleetSep 2024Series BCo-investor
Ai FleetOct 2023VC RoundCo-investor
RunwayDec 2022Series CCo-investor
Fort RoboticsJul 2022Series B-
WayveJan 2022Series B-
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Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

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2021
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2026

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Firmographic Details

HeadquartersNew York City, New York
Year Founded2023
AUM$3B

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.