40
61
Growth Score
0 pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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202156
Compound Planning offers wealth advisory focusing on alternative assets and AI-powered tools.
- Sheila Ryan: Executive Vice President, Head of Wealth ManagementPast Role: Focus Partners Wealth, Division President, Wealth Management
- Alex Farman-Farmaian: Co-FounderPast Role: Carta, Head of Corporate Coverage
About the Company
Compound Planning offers wealth management services, including financial advisory and investment management. The company provides guidance on tax implications, retirement planning, and estate planning.
