Compound
PrivateLast Round
Series B
Jan 27, 2022
Total Funding Raised
$25M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Compound operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in January 2022.
Compound Planning is a fintech company that provides a digital family office platform offering wealth management, financial planning, tax advisory, and investment management services for entrepreneurs, executives, and professionals.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Compound Comparables
Compare Compound with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Range | 85% | |
| Harness Wealth | 84% | |
| Farther | 84% |
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Compound Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Compound Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Greenoaks Capital Partners | Series B |
| SciFi Ventures | Series B |
| XYZ Venture Capital | Series B |
| Y Combinator | Series B |
| Day One Ventures | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 64% MoM, reaching 32.3K.
- Apr 8, 2026
Dylan Portelli joins as Lead Product Manager.
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Compound Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Compound's valuation, stock price, and market status.
Is Compound a public or private company?
Compound is a private company.
What is the current stock price of Compound?
Compound is a private company, so its shares have no public market price. Caplight tracks Compound's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Compound worth (valuation)?
Valuation information for Compound is not publicly available.
Can I buy Compound stock?
Compound shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Compound's last funding round?
Compound's most recent funding round was Series B on January 27, 2022.
Who are the main investors in Compound?
Key investors in Compound include Greenoaks Capital Partners.
Will Compound IPO soon?
No public IPO plans have been announced for Compound.
How can I track Compound secondary market activity?
Caplight tracks bids, offers, and trades in Compound's shares on secondary markets.