Got a Question? We'd Love to Hear from You.
Whether you're signing up as a coach, evaluating Compound for your practice, or just trying it for yourself — get in touch.
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Run a money-coaching practice? Apply to bring your clients onto Compound.
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FAQ
Questions We Get All the Time
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Compound is the budgeting app built for financial coaches, advisors, and planners — and the clients they work with. Individuals can use it on their own, too.
Head to /coaches/apply and fill out a short form — your background and how you work with clients. Every application is reviewed before we grant access to client financial data. You’ll hear back within 2 business days.
Your clients see the full Compound app — budget, transactions, goals, accounts. You see the same data, read-only. They never see your session notes; you can never change their data.
Coach plans include sponsored client seats (10–50 depending on tier) that cover your clients' Compound subscriptions — they never see a bill. Extra seats are $10/month each, or clients can subscribe themselves at $9.99/month (or $99/year). Your coach plan also includes your own Compound app.
Yes. Compound is a complete budgeting app on its own — start a 14-day free trial at $9.99/month. The coach features are entirely separate.
Plaid access tokens are encrypted with AES-256-GCM. Session notes are encrypted at rest. Database queries are scoped per-user — only the customer, their connected coach, and platform admin can read their rows.