Compound Planning Competitor Insights

Major Markets

United States

Canada

United Kingdom

Key Competitors

Personal Capital (now Empower)

Wealthfront

Top Marketing Channels

Personal Capital (now Empower)

Content Marketing
Examples: Blog posts, Whitepapers, Financial guides
Campaigns: Retirement Planning Series, Tax Season Survival Guide, Investment Strategy Insights

Digital Advertising
Examples: Google Search Ads, Social Media Ads, Display Ads
Campaigns: Free Financial Dashboard Promotion, Grow Your Wealth with Empower, Get Your Free Financial Review

Social Media Marketing
Examples: Facebook, LinkedIn, YouTube
Campaigns: Weekly Market Update Videos, Retirement Readiness Challenge, Financial Planning Tips

Direct Sales (Hybrid Model)
Financial Advisor Consultations, Personalized Portfolio Reviews, Onboarding Calls
Complimentary Financial Health Check, Advisor Introduction Program, Bespoke Wealth Management Solutions

Website/Online Platform
Online Sign-up, Dashboard Access, Automated Account Setup
Start Your Financial Journey Today, Seamless Digital Onboarding, Unlock Your Financial Potential

Partnerships/Referrals
Employer-sponsored plans, CPA referrals, Existing client referrals
Workplace Financial Wellness Programs, Trusted Advisor Network, Refer a Friend Bonus

Strong brand recognition

Comprehensive financial dashboard

Hybrid human advisor/tech model

High AUM fees for human advice

Transition from Personal Capital to Empower could confuse customers

Primarily targets high-net-worth individuals

Expand into broader financial wellness services

Leverage Empower's existing client base

Develop more specialized financial planning tools

Competition from pure robo-advisors

Pressure to lower fees

Regulatory changes in financial advice