Key facts
- It has raised $35.0M; the latest was Early Stage VC in May 2025.
- Notable investors include Y Combinator, Soma Capital, Gaingels, Calm Ventures, DCVC — 29 tracked in total.
- 2 investment vehicles were formed to buy Compound shares in the last 12 months, reporting $68K sold to 4 investors, per SEC Form D filings.
- Status: Privately Held (backing).
Leadership
- Stephen DeanChief Investment Officer
- ·The complete investor list — 29 names
- ·Watchlist + deal alerts for Compound
- ·The full record, as it builds
Funding rounds
No funding rounds for Compound are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Secondary demand: investment vehicles
from SEC Form D filingsIn the last 12 months, 2 investment vehicles were formed to buy Compound shares, reporting $68K sold to 4 investors across 2 sponsors. Most recent filing May 2026. Vehicles like these are how secondary buyers pool demand for a name; a rising count is a demand signal.
About Compound
Provider of investment services intended to serve the needs of wealth management. The company's services include advising tools on alternative asset investing, like private investments, company equity, and cryptocurrency, tax optimizations, and financial planning, enabling investment advisors to serve clients with product offerings and asset location optimization.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2021
- Employees
- 100
- Website
- compoundplanning.com/
- Ownership
- Privately Held (backing)
Compound doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Compound shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Compound in its N-PORT filings yet. We sweep new filings monthly.