About Us

Our mission is to empower regular people to invest with greater confidence.

Our Story

Founder/CEO Mario Lattuga always knew that investment fees ate into savings. It wasn’t until he learned that his mom was paying Morgan Stanley 3% fees on her investments that he decided to dedicate his life to solving this problem. At 3%, this fee would have destroyed nearly half of her savings due to compound interest and opportunity cost.

Mario was able to save his mother $200,000 by negotiating her fees. After this feat, Mario knew he had to save others from the same fate and Compoundly was born.

How We Do It

Compoundly analyzes your investments to reveal the hidden fees your investment institutions don't want you to see. We aggregate those fees and show you exactly what your investments are really costing you. If your fees are too high (hint: they probably are) Compoundly will help you lower them by: (1) negotiating your fees down, or (2) connecting you to an advisor who can not only help lower your fees, but also optimize your investments.

Compoundly works with the nation’s largest investment firms including Morgan Stanley, Charles Shwaab, Bank of America, J.P. Morgan, Wells Fargo, UBS, Goldman Sachs, Fidelity, and many more.

Meet the Team

  1. Image of Mario Lattuga
    Mario Lattuga Founder & CEO

    Mario is a securities litigator who protected investors in the courtroom for years. He founded Compoundly to build a programmatic solution to help more investors at scale. Mario earned his J.D. from St. John’s and is also pursuing a Masters in Securities and Financial Regulation from Georgetown. Read Mario’s article on Medium: How That Low 1% Fee Could Swipe Thousands from Your Retirement Fund.

  2. Image of Cameron Haley
    Cameron Haley Engineer

    Cameron is a full stack developer who is currently finishing his undergraduate degree in Computer Engineering at Illinois Institute of Technology. He is passionate about learning and enjoys tackling challenges head-on.

  3. Image of Chase Wheeler
    Chase Wheeler Designer

    Chase is a UI-UX and graphic designer and visual artist who holds a BFA from Rhode Island School of Design (RISD). He is responsible for all visual aspects of the Compoundly brand and product design. Chase has a soft spot for working with startups and helping small businesses grow through design thinking.