Company Tagline
Compound manages $3B+ for clients who want the personal touch of a trusted advisor and a beautiful digital experience.
Industry Category
Business Keywords
Company Description
Compound is a leading Investment Management firm managing over $3 billion in assets, dedicated to providing clients with both personalized advisory services and cutting-edge digital experiences. Compound serves entrepreneurs, professionals, and retirees, offering comprehensive support for their financial goals and empowering them to make informed decisions.
Compound provides a holistic approach to wealth management, including tax planning, equity compensation, investment management, and estate planning. The firm's expertise extends to risk management, financial planning, tax preparation, and borrowing & debt management, ensuring a complete suite of services to meet diverse client needs. Compound maintains a primary office in Remote, US, and also has offices in San Francisco, CA, and New York, New York, US.
Compound is committed to helping clients navigate the complexities of wealth management with ease and confidence. We invite the management team at Compound to enhance this profile further by creating a customized and exclusive company showcase and product listing on our platform.
Key Personnel / Employees
Compare Companies Side by Side
Compare Compound with 3 companies in Investment-Management
| Comparison Field |
CompoundMain Company |
Connecticut Wealth M...View Profile |
Polley Wealth Manage...View Profile |
Godsey & Gibb Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1985 | |
|
Company Size
|
— | 51-200 | 2-10 | 11-50 |
|
City
|
Farmington, Connecticut | Orlando, Florida | Richmond, Virginia | |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
9 Total Skills
Investment Management
Wealth Management
Tax Planning
Financial Planning
Equity Compensation
Estate Planning
Risk Management
Tax Preparation
Borrowing & Debt Management
|
6 Total
6 Unique
Unique Skills:
Asset Management
Business Owner Planning
Business Succession Planning
Charitable Gift Planning
Executive Benefits
Exit Planning
|
9 Total
9 Unique
Unique Skills:
Asset Protection
Family Office Services
Income Planning
Investing
Legacy Planning
Philanthropy Planning
+3
|
10 Total
10 Unique
Unique Skills:
Charitable Giving Strategy
Family Wealth Advising
Financial Advisors
Financial Plans
Insurance Consulting
Investment Advisors
+4
|
4
Total Companies1985
Oldest Founded1
Countries33
Unique SkillsSimilar Companies
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Alternative Company Names
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