Verified fintech
Compound Planning
- Headquarters
- New York, NY
- Website
- compoundplanning.com
- Category
- Wealth & investing
About
Compound Planning is a US wealth-management firm offering investment management, financial and tax planning, and access to private investments through a digital platform paired with human advisers. It serves founders, business owners, professionals, retirees and families. Compound Planning, Inc. is an investment adviser registered with the SEC.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.