Today, there is no Apple of wealth management–no leading service that every ambitious person uses because it delivers unparalleled quality. Creating this is Compound’s aspiration.

We measure our success by the impact we have on our clients’ lives. Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to. But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.

To achieve this, we provide a robust wealth management technology and service offering, enabling our advisors to deliver a personalized financial, tax, and investment planning experience that feels magical for clients. With over $1 billion in assets under management, Compound is the go-to wealth manager for the next generation of advisors and clients.

Christian Haigh

Chief Executive Officer, Compound Planning