
Finance • Fintech
Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.
51 - 200 employees
💸 Finance
💳 Fintech
💰 $25M Series B on 2022-01
November 26
Chief Compliance Officer leading compliance for a high-growth $4B digital family office. Driving regulatory framework, policies, and culture in a fast-paced, innovative environment.
September 10
Lead and scale Compound Planning's tax practice for high-net-worth clients; oversee compliance, advisory, tech, and P&L.
September 4
Design and execute revenue operations and analytics for Compound Planning, a digital family office. Streamline processes, enable sales and deliver performance insights.
🇺🇸 United States – Remote
💰 $25M Series B on 2022-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
💹 Revenue Operations
May 19
Join Compound Planning as a wealth advisor, working with clients on important financial decisions. Collaborate to innovate tools for thorough client planning.