Tech stack
No one at Compound Planning, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $810M held · filed Dec 2024
Fidelity
Per Form ADV · $386M held · filed Dec 2024
Goldman Sachs
Per Form ADV · $76M held · filed Dec 2024
E
Equity Trust Company
Per Form ADV · $38M held · filed Dec 2024
M
Morningstar
Per Form ADV · $22M held · filed Dec 2024
N
Nationwide Trust Company
Per Form ADV · $6M held · filed Dec 2024
K
Kingdom Trust Co
Per Form ADV · $4M held · filed Dec 2024
N
Nuview Trust Co
Per Form ADV · $1M held · filed Dec 2024
S
Security Benefit
Per Form ADV · $26K held · filed Dec 2024