Shyft Score
Directory quality rating
53/100
Quiet
Found in 1 source
Our take
The verdict on Compound
AI-generated
Compound provides personalized wealth management for tech employees with automated portfolio rebalancing. Its tax optimization is a key advantage.
Strengths
- Personalized investment strategies
- Automated portfolio rebalancing
- Tax optimization services
Limitations
- Limited to tech employees
- No AI agent support
- Pricing unclear beyond starting tier
Best for: Tech employees seeking personalized wealth management services.
Request a demo to evaluate Compound for your team.
See how Compound fits your stackAbout
What is Compound?
Compound is a wealth manager for people who work at tech companies.
Key capabilities
Personalized investment strategies
Automated portfolio rebalancing
Tax optimization services
Real-time financial tracking
Access to exclusive investment opportunities
At a glance
Category
investment-management
Department
Finance
Pricing
Subscription (from $29/mo)
Website
withcompound.com
Use cases
What you can do with Compound
Managing investments
Planning for retirement
Optimizing financial portfolios
Accessing personalized financial advice
Aligning investments with career goals
Best for
Tech employeesStart-up foundersHigh-income professionals
Pricing
Compound pricing
Compound starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with Compound
Integrations
PlaidStripeQuickBooksXeroSalesforceZapierRobinhoodWealthfrontMint
FAQs
Frequently asked questions
Common questions about Compound and its capabilities
Compound pricing starts at $29/mo. Contact Compound for enterprise pricing and volume discounts.
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