compound

Overview We're Compound Planning — a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors, and named one of America's Top RIAs by Forbes for 2025. We grow by bringing great financial advisors onto our platform, and this role exists to keep our recruit

Overview Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors,

Overview: At Compound Planning, we’re building the next-generation financial planning platform, and we need software engineers to help deliver that vision. As a Staff Software Engineer, you will play a crucial role in delivering a best-in-class experience that empowers clients to understand their co

Overview Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, ta

About us: Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our worl

About us: Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our worl

Overview Compound is a wealth management platform for people from leading technology companies. We’re looking for a motivated and personable Sales Development Representative (SDR) to join our Membership team. You will spend each day talking to potential members about the benefits of Compound. You’ll