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Compound
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Compound
Providing equity advisory and tax forecasting tools.
Launch date
2019
Employees
51-200 people
Market cap
-
Enterprise valuation
CAD136—205m
(Dealroom.co estimates Jan 2022.)
New York City New York (HQ)
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https://compoundplanning.com/
https://www.linkedin.com/company/compound-financial/
B2B
saas
commission
fintech
wealth management
tax
alternative investments
yc s19
financial advisory
Overview
Similar companies
Investments (1)
Analytics
Notes
Job openings
Innovations (0)
Compound funding
Compound investors
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Date
Investors
Amount
Round
-
XYZ Venture Capital
Banana Capital
N/A
-
Aug 2019
Y Combinator
$150k
Seed
Mar 2021
Greenoaks Capital Partners
$10.0m
Series A
Jan 2022
*
Greenoaks Capital Partners
Lachy Groom
$25.0m
Series B
Sep 2023
*
Alternativ Wealth
N/A
Merger
Total Funding
CAD47.9m
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Alternativ Wealth
