Decision Support for Startup Equity

This framing shows that Compound is selling decision support, not market prophecy. The core product is a live map of a client’s whole balance sheet, startup stock, cash, funds, crypto, tax documents, and scenario models, paired with an advisor who walks through tradeoffs. That matters because tech workers usually face one way bets, like exercising options, selling concentrated stock, or taking liquidity, where the real job is understanding consequences before acting.

• Compound describes its workflow as making assumptions explicit, modeling upside and downside cases, and showing how choices affect taxes, liquidity, and concentration risk. In practice that means helping a client compare paths, not telling them which asset will win next.
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• This is different from much of old wealth management, where advisors often centered the relationship on portfolio picks and AUM fees. Compound bundled tax advice, tax filing, net worth tracking, secondary liquidity help, and startup equity data into one service, which pushes the conversation from stock picking to life planning.
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• A useful contrast is Savvy and Addepar. Savvy focuses on giving advisors one operating system to prospect, onboard, report, and manage clients. Addepar focuses on portfolio data aggregation across custodians and alternatives. Compound sits closer to the client decision itself, especially around startup equity and tax heavy moments.
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Wealth platforms are moving toward a model where software handles the math and the paperwork, while the advisor handles judgment and behavior. The winners are likely to be the firms that can turn messy financial lives into clear choices at the exact moment a founder, employee, or family needs to act.