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Compound Planning

Compound Planning

New York City, New Yorkcompoundplanning.com

Overview

Compound Planning is a tech-enabled registered investment adviser and digital family office that provides wealth management, investment, and tax services to high-net-worth individuals, with a focus on the tech community and providing access to private investment opportunities like venture capital.

Year Founded

2023

AUM

$3B

Portfolio Companies

9

Investments

Compound Planning investments
CompanyDateStageLead
Dapper LabsMar 2018Series A-
RunwayDec 2022Series CCo-investor
PhantomJul 2021Series ACo-investor
Movable InkMay 2013Series BCo-investor
DeepgramMar 2020Series A-
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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Compound Planning based?

Compound Planning is headquartered in New York City, New York, United States.

When was Compound Planning founded?

Compound Planning was founded in 2023.

How many portfolio companies does Compound Planning have?

Compound Planning has 9 portfolio companies in Caplight's dataset.

What are some companies in Compound Planning's portfolio?

Portfolio companies visible on Caplight include Dapper Labs, Runway, Phantom, Movable Ink, Deepgram.

What was Compound Planning's most recent investment shown here?

Compound Planning's most recent investment in this portfolio sample was in Runway in 2022.

What sectors does Compound Planning focus on?

Compound Planning focuses on Mobility, Transportation & Logistics, Crypto & Web3, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Crypto & Web3, Enterprise Software, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Crypto & Web3, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Cybersecurity, FinTech, Enterprise Software.

What company stages does Compound Planning focus on?

Compound Planning typically invests at the Early stage.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2023
AUM$3B

Institutional Data Access

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