Compound

Compound is a wealth manager for people who work at tech companies.

InactiveFinTechVenture CapitalY Combinator

Updated: Feb 17, 2026 ·

About

Compound empowers people who work in tech to make better financial decisions so they have the freedom to focus on what matters most.

Recent News & Mentions

Jan 1, 2022FundingCompound - Series B Nov 1, 2019FundingCompound - Series A May 1, 2018FundingCompound - Seed

Financial History

Compound has raised $58.0M across 3 funding rounds. Most recently, it raised $25.0M Series B in January 2022.

Total Raised

$58.0M

Valuation

N/A

Investments Made

Date	Company	Round	Lead Investor(s)	Co-Investor(s)
Jun 1, 2025	Zoot	$6.0M Seed	—	Andreessen Horowitz, Angel investor, Archetype, Blisce, Bond, Bow Capital, Caffeinated Capital, Chapter One Ventures, Coatue, CoinFund, Craft Ventures, Dispersion Capital, Dreamers VC, Electric Capital, Graph Ventures, Griffin Gaming Partners, Helium-3 Ventures, North Island Ventures, Paradigm, Reform Ventures, Roosh Ventures, Sound Ventures, The Hit Forge, Thirty Five Ventures, Union Square Ventures, Yes VC, Andre Iguodala, Balaji Srinivasan, Bill Tai, Jeff Morris, Mark Pincus, Matt Bellamy, Rashaun Williams, William Mougayar
Aug 1, 2024	Cents	$40.0M Series B	—	1517 Fund, 2048 Ventures, Alumni Ventures, Bessemer Venture Partners, Camber Creek, Cedar Capital Group, Derive Ventures, FJ Labs, Imaginary Ventures, iNovia Capital, Khosla Ventures, Sound Ventures, The Finger Group, Trinity Ventures, Aman Narang, Oded Hermoni, Salil Pitroda, Steve Hafner, Tobias Lutke, Will Gaybrick
May 1, 2024	Plural Energy	$2.0M Seed	—	Necessary Ventures
May 1, 2024	Artemis	$2.0M Seed	—	iSelect Fund, Telegraph Hill Capital
Mar 1, 2024	PayShepherd	$5.0M Seed	—	Alpine Meridien, Contour Venture Partners, iNovia Capital, Notion Capital, Indranil Guha
Dec 1, 2023	Eligo Bioscience	$30.0M Series B	—	Alumni Ventures, Brandon Capital Partners, EQT Life Sciences, INKEF Capital, Khosla Ventures, Mission BioCapital, MP Healthcare Venture Management, Polaris Partners, Sanofi Ventures
Dec 1, 2023	Sarvam AI	$41.0M Series A	—	Alumni Ventures, Craft Ventures, First Round Capital, Khosla Ventures, Lightspeed India Partners, mParticle, Pear VC
Sep 1, 2023	AlphaSense	$150.0M Series E	—	Adjacent, Amplify Partners, Array Ventures, Bond, CapitalG, Felicis Ventures, Adam Gries, Amjad Masad, Howie Liu, Lukas Biewald, Moshe Lifschitz
Sep 1, 2023	MotherDuck	$53.0M Series B	—	Adjacent, Alt Capital, Amplify Partners, Array Ventures, Background Capital, BITKRAFT Ventures, Bond, BoxGroup, Felicis Ventures, Insight Partners, Madrona Ventures, Adam Gries, Amjad Masad, Brandon Leonardo, Howie Liu, Lukas Biewald, Max Mullen, Moshe Lifschitz
Jul 1, 2023	Whop	$17.0M Series A	—	ACME Capital, Andreessen Horowitz, Angel investor, Archetype, Bain Capital Ventures, Bessemer Venture Partners, Blisce, Bond, Bow Capital, Caffeinated Capital, Chapter One Ventures, Coatue, CoinFund, Cowboy Ventures, Craft Ventures, Dispersion Capital, Draper Associates, Dreamers VC, Electric Capital, Floodgate, Founders Fund, Fubu, Generative Ventures, Goat Capital, Graph Ventures, Griffin Gaming Partners, Helium-3 Ventures, LGF, Lightbank, Lowercarbon Capital, Maveron, Menlo Ventures, North Island Ventures, Paradigm, Pareto Holdings, Polychain Capital, Reform Ventures, REMUS Capital, Roosh Ventures, Silicon Valley Connect, Sound Ventures, Stash Ventures, The Fintech Fund, The Hit Forge, Thirty Five Ventures, Toyota Ventures, Union Square Ventures, Viola Ventures, Volition Capital, Yes VC, Andre Iguodala, Balaji Srinivasan, Bill Tai, Cory Levy, Gloria Baeuerlein, Griffin Johnson, Jeff Morris, Justin Mateen, Kevin O'Leary, Koen Bok, Mark Cuban, Mark Pincus, Matt Bellamy, Paul Veugen, Peter Jones, Prescott Watson, Rashaun Williams, Russell Smith, Scott Belsky, Shervin Pishevar, Steve Lee, Stewart Butterfield, Tuomas Artman, William Mougayar
May 1, 2023	PostgresML	$5.0M Seed	—	Adjacent, AIX Ventures, Alt Capital, Amplify Partners, Array Ventures, Audrey Capital, Background Capital, Bloomberg Beta, Bond, BoxGroup, C2 Investment, Felicis Ventures, Otherwise Fund, Saga, Sequoia Capital, The Hit Forge, Adam Gries, Akshay Kothari, Amjad Masad, Ben Silbermann, Biz Stone, Brandon Leonardo, Chris Murphy, Howie Liu, James Park, Jonathan Wegener, Lukas Biewald, Max Mullen, Moshe Lifschitz, Naveen Selvadurai, Nick Green, Scott Belsky, Spencer Kimball
Apr 1, 2023	Ampersand	$5.0M Seed	—	Adjacent, Amplify Partners, Array Ventures, Awesome People Ventures, Bloomberg Beta, Bond, C2 Investment, Ecosystem Integrity, Felicis Ventures, Human Ventures, Innovation Endeavors, Interlace Ventures, Lightspeed Venture Partners, Predictive VC, Red Swan Ventures, Swift Ventures, Tribe Capital, Adam Gries, Amjad Masad, Arash Ferdowsi, Bobby Goodlatte, Howie Liu, Jonathan Wegener, Karim Atiyeh, Lisha Li, Lukas Biewald, Moshe Lifschitz, Sahil Lavingia, Sahin Boydas
Apr 1, 2023	PlayAI	$3.0M Seed	—	Adjacent, Amplify Partners, Array Ventures, Ascend Vietnam Ventures, BILL, Bond, CapitalX, Felicis Ventures, Founders' Co-op, Matrix, Race Capital, The Hit Forge, Yamaha Motor Ventures, Adam Gries, Alex Payne, Austin Walters, Derrick Li, Howie Liu, Lukas Biewald, Moshe Lifschitz, Roxanne Varza, Ryan Chan, Thibaud Elziere
Apr 1, 2023	Noya	$22.0M Series A	—	Andreessen Horowitz, Angel investor, Archetype, Blisce, Bond, Bow Capital, Caffeinated Capital, Chapter One Ventures, Coatue, CoinFund, Sophie Bakalar, Collaborative Fund, Craft Ventures, Dispersion Capital, Dreamers VC, Electric Capital, Graph Ventures, Griffin Gaming Partners, Helium-3 Ventures, North Island Ventures, Paradigm, Presight Capital, Reform Ventures, Roosh Ventures, Sound Ventures, The Hit Forge, Thirty Five Ventures, Union Square Ventures, Yes VC, Andre Iguodala, Balaji Srinivasan, Bill Tai, Jeff Morris, Mark Pincus, Matt Bellamy, Rashaun Williams, William Mougayar
Feb 1, 2023	Replicate	$13.0M Series A	—	10100, Adjacent, Amplify Partners, Andreessen Horowitz, Array Ventures, Blackbird Ventures Australia, Bond, Felicis Ventures, HDC Ventures, Octopus Ventures, Redpoint Ventures, S28 Capital, Shasta Ventures, SNR, Y Combinator, Aaron Rosenson, Adam Gries, Akshay Kothari, Amjad Masad, Howie Liu, Lukas Biewald, Moshe Lifschitz, Peter Beck, Guillermo Rauch
Jan 1, 2023	Vannevar Labs	$75.0M Series B	—	Adjacent, Amplify Partners, Array Ventures, Bond, Costanoa Ventures, DFJ, Felicis Ventures, Point72 Ventures, Adam Gries, Allison Pickens (Allison Pickens Ventures), Amjad Masad, Bradley Horowitz, Florian Huber, Howie Liu, Lukas Biewald, Moshe Lifschitz
Dec 1, 2022	Twelve Labs	$12.0M Seed	—	Adjacent, Adverb Ventures, Amplify Partners, Array Ventures, Bond, Felicis Ventures, Flare Capital Partners, Frontline Ventures, LGF, Next Play Ventures, Race Capital, Radical Ventures, Adam Gries, Akshay Kothari, Amjad Masad, Brandon Leonardo, Claire Hughes Johnson, Dylan Field, Emre Baran, Howie Liu, Megan Quinn, Moshe Lifschitz, Phillip Chambers, Scott Belsky, Shane Curran, Stewart Butterfield, Tobias Lutke
Nov 1, 2022	Bionaut Labs	$43.0M Series B	—	Arkitekt Ventures, Deep Valley Labs, Great Wave Ventures, Harmonix Fund, Industrifonden, Khosla Ventures, Kleiner Perkins, Hans Tung, Prime Movers Lab, Katie Gray, Kevin Colas, Trae Vassallo
Oct 1, 2022	Assure Health	$1.0M Seed	—	Endeavor Venture Funds
Oct 1, 2022	Patronus Group	$27.0M Series A	—	50 Partners Impact, Adjacent, Amplify Partners, Array Ventures, Bond, Cavalry Ventures, Diaspora Ventures, Felicis Ventures, Left Lane Capital, Origins, Singular, Y Combinator, Adam Gries, Amjad Masad, Celine Lazorthes, Florian Douetteau, Howie Liu, Lukas Biewald, Moshe Lifschitz, Roxanne Varza
Jun 1, 2022	Talkiatry	$75.0M Series B	—	Andreessen Horowitz, Angel investor, Archetype, Blackbird Ventures Australia, Blisce, Bond, Bow Capital, Caffeinated Capital, Camber Creek, Chapter One Ventures, Coatue, CoinFund, Craft Ventures, Dispersion Capital, Dreamers VC, Electric Capital, Graph Ventures, Griffin Gaming Partners, Helium-3 Ventures, LombardStreet Ventures, North Island Ventures, Paradigm, Practical Venture Capital, PS Investments, Reform Ventures, Roosh Ventures, Sound Ventures, The Hit Forge, Thirty Five Ventures, Union Square Ventures, XFactor Ventures, Yes VC, Andre Iguodala, Balaji Srinivasan, Bill Tai, Jeff Morris, Mark Pincus, Matt Bellamy, Rashaun Williams, William Mougayar
May 1, 2022	Subterra	$2.0M Seed	—	Flucas Ventures, Scalebridge Capital, Jonno Elliott
Feb 1, 2022	Architect.io	$5.0M Seed	—	2.12 Angels, Accel, Afore Capital, Alchemy Ventures, Asylum Ventures, Evening Fund, Next Coast Ventures, NextGen Venture Partners, Partech Ventures, Pioneer Fund, Sapphire Ventures, South Park Commons, Y Combinator, Kevin Lin
Jan 1, 2022	Ascend Homes	$1.0M Seed	—	2.12 Angels, Asylum Ventures, Evening Fund, Partech Ventures
Jan 1, 2022	Ironclad	$150.0M Series E	—	Kevin Hartz, Accel, Album VC, Alt Capital, Alven, Amplify Partners, Andreessen Horowitz, Angel investor, Archetype, Arrive, Ascend Vietnam Ventures, Bain Capital Ventures, Basis Set Ventures, Benchmark, Bling Capital, Blisce, Bond, Bow Capital, BoxGroup, Caffeinated Capital, Chapter One Ventures, CITG Capital, Coatue, CoinFund, Cowboy Ventures, Craft Ventures, CRV, Dispersion Capital, Dreamers VC, Dream Machine, Electric Capital, Flexsteel Industries Inc., Founder Collective, Franklin Templeton Investments, Freestyle Capital, Global Founders Capital, Graph Ventures, Greenoaks Capital, Griffin Gaming Partners, Helium-3 Ventures, Index Ventures, Inspired Capital, Khosla Ventures, Liquid 2 Ventures, Lux Capital, Matrix, North Island Ventures, Hans Tung, Outcast Ventures, Paradigm, Peterson Partners, Presence Capital, Reform Ventures, Roosh Ventures, Sapphire Ventures, Sarah Smith Fund, SciFi VC, Sequoia Capital, SNR, Social Capital, Soma Capital, Sound Ventures, Summit Partners, The Hit Forge, Thirty Five Ventures, Thrive Capital, Tribe Capital, Two Sigma Ventures, Union Square Ventures, Upside Partnership, Y Combinator, Yes VC, Aaron Harris, Andre Iguodala, Arash Ferdowsi, Balaji Srinivasan, Bart Swanson, Bernard Arnault, Bill Tai, Claire Hughes Johnson, Eric Wu, Evan Lee, Frederic Kerrest, Jeff Morris, Jenna Hannon, Jonathan Shipman, Joshua Reeves, Julia Hartz, Kevin Lin, Mark Pincus, Mathilde Collin, Matt Bellamy, Michael Birch, Othman Laraki, Rashaun Williams, Sahin Boydas, Scott Belsky, Theresa Johnson, Tony Xu, William Mougayar

Funding Rounds Raised

Date	Round	Other Investors
Jan 1, 2022	$25.0M Series B	Accel, Adverb Ventures, Afore Capital, Banana Capital, Basis Set Ventures, Better Tomorrow Ventures, BlockTower Capital, Broadway Angels, Cambrian Ventures, DST Global, Felicis Ventures, Freestyle Capital, FTX Ventures, General Catalyst, Globo Ventures, Graph Ventures, Greenoaks Capital, Haystack, Kaszek Ventures, Kearny Jackson, Latitud, LGF, Moxxie Ventures, NEO, Pareto Holdings, Patron, Polygon, Renegade Partners, Ribbit Capital, Root Ventures, Scribble Ventures, Sequoia Capital, Silicon Valley Connect, True Ventures, Y Combinator, Ajit Tripathi, Aston Motes, Balaji Srinivasan, Christian Reber, Do Kwon, Dylan Field, Gokul Rajaram, Jeff Seibert, Julian Shapiro, Justin Mateen, Kunal Shah, Marcelo Sampaio, Mauricio Feldman, Moshe Lifschitz, Rafael Abreu, Wayne Chang
Nov 1, 2019	$25.0M Series A	Uncorrelated Ventures, George Burke, Jaan Tallinn
May 1, 2018	$8.0M Seed	Accomplice, DHVC (Digital Horizon Capital), FirstMile Ventures, New Form Capital, Oyster Ventures, Plug & Play Ventures, South Park Commons, Susquehanna Capital, Uncorrelated Ventures, George Burke, Jaan Tallinn

Financial History

Compound has raised $58.0M across 3 funding rounds.

Total Raised

$58.0M

Valuation

N/A

Leadership Team

Key people at Compound.

Leadership Team

Key people at Compound.

Deep Dive

High-Level Overview

Compound is a wealth management firm primarily serving people who work at tech companies, especially startup employees and entrepreneurs. It provides a comprehensive platform that integrates financial planning, tax advisory, and investment management tailored to the unique needs of tech professionals holding equity compensation such as stock options. The platform offers forecasting tools and personalized advice to help clients understand and optimize the value of their equity, manage tax implications, and plan for long-term wealth preservation. Compound aims to be a one-stop shop for managing complex financial lives, combining AI-driven technology with expert advisory to deliver a seamless, holistic wealth management experience[1][2][3][5].

Origin Story

Founded in 2019 in San Francisco, Compound was created to address the financial complexities faced by tech employees, particularly around equity compensation and tax planning. The company was co-founded by Jordan Gonen and Jacob Schein, who recognized the need for specialized wealth management that integrates tax, investment, and accounting services under one roof. In 2023, Compound merged with Alternativ Wealth, a firm focused on advisor technology, to enhance its platform and scale its service offering. This merger helped Compound evolve into a more comprehensive digital family office model, managing over $4 billion in assets and expanding its advisory team nationwide[1][3][4][5].

Core Differentiators

Integrated Wealth Management: Compound uniquely combines tax advisory, wealth management, and accounting services in a single platform, enabling coordinated financial decisions that compound over time[2].
AI-Native Technology: The firm leverages AI tools (e.g., OpenAI’s ChatGPT-4) to automate workflows, deliver near-instant financial insights, and support advisors with advanced CRM and back-office systems[2][4].
Equity Compensation Expertise: Specialized tools and advisors help clients understand, forecast, and optimize stock options and other equity awards, including tax-efficient exercise strategies[1][3].
Personalized Advisory: Compound offers a high-touch experience with dedicated advisors who provide tailored financial, tax, and investment planning aligned with clients’ life stages and goals[3][6].
Robust Platform for Advisors: The merger with Alternativ Wealth brought advanced advisor technology, enabling scalable, personalized service delivery[4].

Role in the Broader Tech Landscape

Compound rides the growing trend of tech employees receiving significant portions of their compensation in equity rather than cash, which creates complex financial planning challenges. The timing is critical as more tech workers seek to optimize their wealth amid volatile markets, changing tax laws, and increasing startup liquidity events. Compound’s integrated approach addresses these market forces by simplifying equity management and tax planning, thus empowering tech professionals to make smarter financial decisions. By doing so, Compound influences the broader ecosystem by setting a new standard for wealth management tailored to the tech sector’s unique needs and by supporting the financial health of the next generation of tech entrepreneurs and employees[1][3][5].

Quick Take & Future Outlook

Looking ahead, Compound is poised to deepen its integration of AI and technology to further streamline wealth management and expand its service offerings, potentially including trust and estate planning. As equity compensation continues to dominate tech compensation packages, Compound’s expertise and platform will likely become increasingly indispensable. Trends such as remote work, global tech talent distribution, and evolving tax regulations will shape its growth trajectory. Compound’s influence may extend beyond individual wealth management to broader financial education and ecosystem support for tech professionals, reinforcing its role as a digital family office for the tech workforce[2][4][7].

Sources

Frequently Asked Questions

Who founded Compound?

Compound was founded by Jordan Gonen (Founder) and Jacob Schein (Founder).

How much funding has Compound raised?

Compound has raised $58.0M in total across 3 funding rounds.

Who are Compound's investors?

Compound's investors include Accel, Adverb Ventures, Afore Capital, Banana Capital, Basis Set Ventures, Better Tomorrow Ventures, BlockTower Capital, Broadway Angels, Cambrian Ventures, DST Global, Felicis Ventures, Freestyle Capital.

Frequently Asked Questions

Who founded Compound?

Compound was founded by Jordan Gonen (Founder) and Jacob Schein (Founder).

How much funding has Compound raised?

Compound has raised $58.0M in total across 3 funding rounds.

High-Level Overview

Origin Story

Core Differentiators

Integrated Wealth Management: Compound uniquely combines tax advisory, wealth management, and accounting services in a single platform, enabling coordinated financial decisions that compound over time[2].
AI-Native Technology: The firm leverages AI tools (e.g., OpenAI’s ChatGPT-4) to automate workflows, deliver near-instant financial insights, and support advisors with advanced CRM and back-office systems[2][4].
Equity Compensation Expertise: Specialized tools and advisors help clients understand, forecast, and optimize stock options and other equity awards, including tax-efficient exercise strategies[1][3].
Personalized Advisory: Compound offers a high-touch experience with dedicated advisors who provide tailored financial, tax, and investment planning aligned with clients’ life stages and goals[3][6].
Robust Platform for Advisors: The merger with Alternativ Wealth brought advanced advisor technology, enabling scalable, personalized service delivery[4].