Compound | About
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Compound | About
About
Compound is your personal finance department.
We have worked our careers in high-growth startups next to talented individuals who are clueless about the most important financial opportunities in their lives. To solve this, you are forced to either learn obscure details of the tax code or speak with salesy private bankers. We founded Compound to empower tech people to make better financial decisions so they have the freedom to focus on what matters most.
Investors
We are well funded by firms and individuals including Greenoaks, Lachy Groom, Egon Durban, Fred Ehrsam, Y Combinator, XYZ, SciFi, and founders and executives from Coinbase, Goldman Sachs, Meta, Stripe, Brex, Plaid, Adobe, AngelList, Eventbrite, Affirm, Polychain, Paradigm, Blend, Quora, Vise, Carta, and Notion.
Opportunity
Finance is a professional specialization. It’s not uniquely difficult (or fun), but you shouldn’t expect to be a finance whiz any more than you should expect a random person off the street to be an expert at your job.
Companies employ entire departments to create budgets, manage risk, raise capital, make long-term investments, maintain compliance, and handle reporting. Strong financial planning and operations help companies minimize risk and maximize upside.
Tech people have a similar job to be done. You need to forecast liquidity, pay taxes, source financing/refinancing, and protect your savings. Even the most financially skilled among us cannot run our own fully optimized personal finance departments.
Both legacy financial institutions and mass-market robo-advisors miss the mark.
The largest banks in the world can’t figure out how to make your portfolio seamlessly accessible on your phone. Traditional RIAs treat you exactly like they would treat a dentist (and know as much as your dentist does about NSOs).
Robo-advisors have decent interfaces but can’t offer any meaningful advice about key areas like option exercising, tax consequences, and angel investing. Googling any of these topics drops you in a sea of SEO spam. You’re left relying upon Slack and Hacker News threads as you make your most important financial decisions.
We founded Compound to solve these problems and go beyond what traditional banks and advisors have to offer.
Careers
If solving these problems excites you, we’re growing quickly and looking for kind, ambitious people to join our team.
Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training. By using this website, you accept our Terms of Use and Privacy Policy. Compound’s investment advisory services are available only to residents of the United States in jurisdictions where Compound is registered to provide financial advice. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Compound is not a licensed lender, law firm or insurance agency, and Clients should consult with their personal investment, insurance, tax or legal advisors or brokers regarding their particular circumstances as needed before making any final financial decisions.Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Compound’s investment advisory services.
Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and the applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided by Charles Schwab & Co., Inc. (“Schwab,” Member SIPC). For more information, see our General Disclosures. Contact: 2261 Market Street, #4013 San Francisco, CA 94114. Information provided by Compound Financial Inc. is for informational and general educational purposes only and is not investment or financial advice. Check our background and that of our custodian Schwab on FINRA’s BrokerCheck.
All logos are trademarks of their respective owners. For more information, please see withcompound.com/legal.
In accordance with SEC rules concerning the use of third-party endorsements and client testimonials in marketing materials, please be aware of the following. Endorsements and testimonials appearing on this site are actually received by the promoter (as defined in the SEC’s Marketing Rule) and used with their consent. They reflect the experiences of those who have used or are familiar with Compound, our products and/or services in some way. However, they are individual results, and results will vary. We do not claim that they are typical results that clients will generally achieve. The endorsements and testimonials are not necessarily representative of all of those who have used or will use our products and/or services. The endorsements and testimonials are given verbatim except for correction of grammatical or typing errors. Promoters do not receive any compensation, direct or indirect, in any form, for providing their endorsement or testimonial, as applicable.
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