Products & Services

The holistic financial solution for tech founders, employees, and investors.

Dedicated Financial Advisor and Operations Team ensure you achieve your financial goals.

Ongoing proactive advice and white glove administrative assistance across every aspect of your financial situation.

Access to alternative investments and advanced, bespoke investment strategies.

Engage with your dedicated Financial Advisor at your convenience via live meetings or asynchronously.

Custom pricing depends on specific complexities

Email the Concierge for more information

Expert CPAs with vast experience supporting the unique tax needs of tech founders, employees, and investors.

Well-versed in options exercising, crypto accounting, estate planning, and remote work.

Have your taxes prepared and filed or receive personalized consultations for complicated accounts

Custom pricing depends on specific complexities

Email the Concierge for more information

Invest directly into precise holdings.

Automatically offset realized gains with losses to minimize taxes and maximize net returns.

Customize your portfolio towards sectors that align with your objectives (such as environmental, social, and governance preferences).

There is an administrative fee levied by Compound’s intelligent investing partner, O'Shaughnessy Asset Managment.

Tax-efficient, low-fee, highly liquid investments with automatic rebalancing.

Applicable for both normal and retirement accounts (e.g. IRA & Roth IRA).

Complimentary for Compound clients

Mortgage facilitation

Margin loans

Custom pricing depends on specific complexities

Email the Concierge for more information

Additional Offerings

Holistic dashboard provides a complete financial picture in one place.

Comprehensive financial planning tools, including nuanced projections for stock option exercising.

Access to the Compound Manual, a curated library of financial planning resources for tech founders, employees, and investors.

Connections to expert resources who can coordinate financial accounts and plans, such as trust/estate setup.‍

Support from Compound Client Manager to access resources, opportunities, and experts.