Compound - About the company
Compound is a series B company based in San Francisco (United States), founded in 2019 by Alex Farman-Farmaian, Christian Haigh, Jacob Schein and Jordan Gonen. It operates as a Wealth and financial management platform. Compound has raised $37.1M in funding from investors like Y Combinator, Atacama Ventures and Greenoaks, with a current valuation of $*****. The company has 3462 active competitors, including 229 funded and 208 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.
Company Details
Wealth and financial management platform. It offers solutions for investing, tax management, borrowing, retirement management, estate planning, and more. It offers a financial management platform that offers features like net worth monitoring, cash flow planning, tax strategy, company equity, vaults, concierge services, and more.
- Website
- compoundplanning.com
- Email ID
- *****@withcompound.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2019
Location
San Francisco, United States
Stage
Series B
Total Funding
$37.1M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Aug 19, 2019
Investors
Ranked
8th among 3462 active competitors
Employee Count
143 as on Aug 31, 2026
Legal entities associated with Compound
Compound is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
COMPOUND FINANCIAL, INC. CIN: 83-3545115 , United States, Active | Feb 05, 2019 | - | 46 (As on Dec 31, 2022) | - |
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Compound's funding and investors
Compound has raised a total funding of $37.1M over 3 rounds. Its latest funding round was a Series B round on Jan 27, 2022 for $*****. 10 investors participated in its latest round. Compound has 14 institutional investors and 5 angel investors.
Here is the list of recent funding rounds of Compound:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jan 27, 2022 | 4456731 | Series B | 5867163 | 3149916 | 3013937 | 4235133 |
Aug 19, 2019 | 7581421 | Seed | 1587950 | 5443577 | 7399628 |
View details of Compound's funding rounds and investors
Compound's founders and board of directors
Founder? Claim ProfileThe founders of Compound are Alex Farman-Farmaian, Christian Haigh, Jacob Schein and Jordan Gonen. Alex Farman-Farmaian and Christian Haigh are the CEOs of Compound.
Here are the details of Compound's key team members:
- Alex Farman-Farmaian: Co-Founder & Co-CEO of Compound. Contact Info: 1 email address
- Christian Haigh: Co-Founder & Co-CEO of Compound.
- Jacob Schein: Former Co-Founder of Compound and founder of 1 other company.
- Jordan Gonen: Former Co-Founder of Compound and founder of 1 other company. Contact Info: 1 email address and 1 phone number
View details of Compound's Founder profiles and Board Members
Compound's employee count trend
Compound has 143 employees as of Aug 26. Here is Compound's employee count trend over the years:
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Compound's Competitors and alternates
Top competitors of Compound include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Compound, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealth management platform offering financial planning and advisory service | $100M | 78/100 | ||
2nd | Diversified investment management firm | $105M | 68/100 | ||
3rd | Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 67/100 | |
4th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
5th | Financial advisor for payments and savings | $1.25M | 63/100 | ||
6th | Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
7th | App-based mutual fund investment platform | - | - | 63/100 | |
8th | Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
9th | Phoenix Group 1782, London (United Kingdom), Public | Provider of long-term savings, retirement, and life insurance solutions | - | 61/100 | |
10th | ARM Pensions 2005, Lagos (Nigeria), Acquired | Retirement planning and pension management platform | $50M | 59/100 |
Looking for more details on Compound's competitors? Click here to see the top ones
Compound's Investments and acquisitions
Compound has made no investments or acquisitions yet.
Reports related to Compound
Here is the latest report on Compound's sector:
News related to Compound
Media has covered Compound for a total of 7 events in the last 1 year, 6 of them have been about company updates and 1 about people movement.
•
Compound Planning Inc. Has $60.43 Million Stake in NVIDIA Corporation $NVDAAmerican Banking News•Aug 05, 2026•Nvidia, Compound, Caxton Associates
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Compound Planning Launches CompoundAI, Embedding Contextual AI Across Full AdvisorHQ Operating SystemBusiness Wire•Jul 29, 2026•Compound
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Compound Planning Inc. Acquires New Holdings in International Seaways Inc.MarketBeat•Feb 28, 2026•Compound, International Seaways
•
Compound Planning Inc. Invests in Buenaventura Mining Company Inc.MarketBeat•Feb 27, 2026•Compound, com.pe
•
Broadcom Inc. $AVGO Shares Acquired by Compound Planning Inc.MarketBeat•Feb 24, 2026•Compound, Broadcom, Bank of America
•
•
Compound Planning Opens 2026 With Key Executive Hires; Advisor AdditionsBusiness Wire•Feb 18, 2026•Compound
•
Compound Planning Launches Activity Monitor, AI-Powered Operating SystemBusiness Wire•Sep 17, 2025•Compound
•
Compound Planning Inc. Invests $318,000 in SS&C Technologies Holdings, Inc. $SSNCMarketBeat•Aug 30, 2025•Compound, SS&C Technologies
•
Compound Planning Inc. Invests $ 292,000 in Embraer-Brazilian Aeronautics ErjMarketBeat•Aug 30, 2025•Compound, Embraer
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