Compound
Compound, founded in 2019 and based in San Francisco, is a fintech company specializing in comprehensive financial services for tech professionals, including wealth management, tax planning, and investment strategies.
Company Overview
Compound is a fintech company founded in 2019 and headquartered in San Francisco, CA, USA. It focuses on empowering people in the tech industry to make better financial decisions. The company operates in the consumer finance sub-industry and was part of the Y-Combinator S19 batch. With a team size of 51, Compound serves individuals in various regions, including the United States, America/Canada, and remote locations.
Services
Compound offers a comprehensive suite of financial services designed to meet the needs of entrepreneurs, professionals, retirees, and families. These services include wealth management, financial advice, tax advice, tax filing, retirement planning, estate planning, public equities investing, alternative asset investing, philanthropic planning, stock option financing, portfolio lines of credit, document management, and balance sheet tracking. The company provides these services through partnerships with top custodians like Fidelity and Schwab.
Locations and Regional Presence
Compound maintains offices in both San Francisco and New York, extending its services to clients across the United States and America/Canada. The company also accommodates remote and partly remote operations, allowing it to serve clients in various regions effectively. This geographical flexibility underscores its commitment to offering accessible financial services to a broad audience.
Security and Compliance
Compound operates state-of-the-art security and compliance programs to ensure the safety and privacy of its clients' financial information. By implementing robust security measures and adhering to stringent compliance standards, the company aims to provide trustworthy and reliable financial management services. This focus on security and compliance is integral to building and maintaining client confidence.