About Compound Planning
Compound Planning is a Technology company based in San Francisco (United States) founded in 2019 by Alex Farman-Farmaian and Christian Haigh. Wealth and investment management services are provided by Compound Planning. It operates on a Professional Services model. Compound Planning has raised $25.25 million across 2 funding rounds from investors including Greenoaks, Lachy Groom and Egon Durban. The company has 46 employees. Its chief executive, as recorded, is Alex Farman-Farmaian. Its website compoundplanning.com draws about 25 thousand monthly visits. Compound Planning offers products and services including Wealth Management, Investment Management, and Tax Consulting. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is Compound Planning, Inc. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Wealth and investment management services are offered by Compound Planning, targeting founders, business owners, professionals, retirees, and families. Solutions include personalized financial planning, tax optimization strategies, and access to private investment opportunities. The company operates in the financial sector, focusing on enhancing client financial outcomes and providing peace of mind for retirement and family success.
- Headquarters San Francisco, United States
- Employees 46
- Founders Alex Farman-Farmaian, Christian Haigh
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website compoundplanning.com
- Social LinkedIn X
- Legal Name Compound Planning, Inc.
- Total Equity Funding$25.25M (USD)
in 2 rounds
- Latest Funding Round$25M (USD), Series B
Jan 2022
- InvestorsGreenoaks
& 9 more
- Employee Count46
Products & Services of Compound Planning
Compound Planning offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, and Tax Consulting.
Wealth management services are provided for diverse clients.
Investment strategies are tailored for optimal client returns.
Tax consulting services are offered through a subsidiary.
Funding Insights of Compound Planning
Compound Planning has successfully raised a total of $25.25M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $25 million completed in January 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $25.25M
- Total Rounds 2
- Last Round Series B — $25M
- First Round $250,000
(Aug 2019)
- Investors Count 10
All 2 funding rounds of Compound Planning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | $25M | Series B | – | Greenoaks, Lachy Groom | |
| Aug 2019 | $250,000 | Seed | – | Y Combinator | – |
10 investors in total: 5 institutional and 5 angel.
Investors in Compound Planning
Compound Planning has secured backing from 10 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include Greenoaks, Lachy Groom and Egon Durban.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tech-enabled businesses are funded by Greenoaks venture capital firm. | greenoaks.com | San Francisco, United States | ||
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States | ||
Early-stage venture capital firm investing in and supporting technology startups | dayoneventures.com | San Francisco, United States | ||
Offers advanced oxidation solutions for hard-to-treat wastewater in industrial sectors. | 2007 | scfi.eu | Cork, Ireland | |
| xyz.xyz | ||||
LG Lachy Groom | unknown_f95c5d0d2c8241fd9 | |||
ED Egon Durban | Co-CEO of Silver Lake, prominent tech investor, active in India | unknown_da21d3b6cbaf4298b | ||
FE Fred Ehrsam | Co-founder of Coinbase, Paradigm, early crypto investor, influential in blockchain | unknown_05cade8d8b1e4a8f9 | ||
SB Sam Bankman Fried | Founder of FTX, prominent crypto investor, known for philanthropy | unknown_f082ec08fe40421c8 | ||
ML Max Levchin | Co-founder of PayPal, Affirm CEO, prominent tech investor | unknown_50924ba5656f45bcb |
Investor details for Compound Planning
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Compound Planning
60 people are tracked at Compound Planning (24 in leadership, 1 in board & advisors, 35 in team); the tracked headcount is 46.
| Name | Role | Group |
|---|---|---|
Alex Farman-Farmaian | Co-Founder & Co-CEO | Leadership |
Christian Haigh | Co-Founder & Co-CEO | Leadership |
Tiffany Tocco | Director, Advisor Recruiting | Leadership |
Mark Patzer | VP & Senior Wealth Advisor | Leadership |
Tim Hamilton | Managing Director - Head Of Advisory | Leadership |
Alec Montoya | VP, Senior Wealth Advisor | Leadership |
Greg Hayes | Director of Advisor Recruiting | Leadership |
Brad Porter | Director of Growth, Senior Wealth Advisor | Leadership |
Wiley Belknap | VP, Wealth Advisor | Leadership |
Jesse Porter | VP & Private Wealth Advisor | Leadership |
Robert Stella | Head of Marketing | Leadership |
Reed Nothwang | VP & Wealth Advisor | Leadership |
Mike O'Connor | VP, Wealth Advisor | Leadership |
Kristin Carter | Head of Tax Advisory | Leadership |
Brent Myers | Head of Advisory Operations | Leadership |
Eric Flynn | EVP, Head of Wealth Management | Leadership |
Joe Perna | VP & Senior Wealth Advisor | Leadership |
Joseph Devorak IV | VP, Wealth Advisor | Leadership |
Steve Fallat | Head of Engineering | Leadership |
Courtney Holt | Chief Compliance Officer | Leadership |
40 more people are available in the full profile.
Complete people profiles for Compound Planning
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Compound Planning
3 dated milestones of Compound Planning across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Compound Planning is founded.
- Funding First funding round of $250K.
- Funding Latest funding round, Series B, of $25.0M.
Competitors of Compound Planning
Compound Planning has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Compound Planning
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Compound Planning
The website of Compound Planning (compoundplanning.com) receives about 24.7K visits a month and ranks #888,838 among all websites worldwide, #8,216 in Investing.
- Monthly visits24.7K
▼ 13.4% vs previous month
- Unique visitors8.9K
per month
- Global rank#888,838
among all websites
- Category rank#8,216
Finance · Investing
- Bounce rate46%
- Pages per visit3.5
- Average visit1 min 33 sec
- DevicesDesktop 44% · Mobile 56%
Websites whose visitors overlap most with Compound Planning. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
shan.io | shan.io | 100% | #6,209,555 | – | |
| thetwentyminutevc.com | 94% | #574,088 | View details | ||
dakota.com | dakota.com | 93% | #529,918 | – | |
smartadvisormatch.com | smartadvisormatch.com | 88% | #988,959 | – | |
edgewood.com | edgewood.com | 85% | #5,638,416 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Compound Planning
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Compound Planning (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Compound Planning
Complete news archive for Compound Planning
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Frequently Asked Questions about Compound Planning
Compound Planning was founded in 2019.
Compound Planning is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Alex Farman-Farmaian is the CEO of Compound Planning, as recorded in our data. They have also founded this company.
Compound Planning is a funded company, having raised a total of $25.25M across 2 funding rounds to date. The company's 1st funding round was a Seed of $250K, raised on Aug 2019.
Compound Planning has 46 employees.
Wealth and investment management services are offered by Compound Planning, targeting founders, business owners, professionals, retirees, and families. Solutions include personalized financial planning, tax optimization strategies, and access to private investment opportunities. The company operates in the financial sector, focusing on enhancing client financial outcomes and providing peace of mind for retirement and family success.
Compound Planning's top competitors include The Tifin Group, Ascensus and Farther.
Compound Planning offers Wealth Management, Investment Management, and Tax Consulting.
Compound Planning has 10 investors. Key investors include Greenoaks, Lachy Groom, Egon Durban, Fred Ehrsam, and Sam Bankman Fried.
Compound Planning operates through Compound Planning, Inc..