Compound
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
SVP - VP Wealth Advisor
Job not on LinkedIn
May 19
Compound
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
📋 Description
• Compound Planning, a high growth digital family office catering to entrepreneurs, professionals, and retirees. • As a wealth advisor, work directly with clients on financial decisions. • Collaborate with technology team to innovate product roadmap.
🎯 Requirements
• 3-5+ years of experience advising HNW+ • Required accreditation (Series 65, CFP, or equivalent) • An entrepreneurial mindset
🏖️ Benefits
• Compound Planning is proud to be an equal opportunity employer. • Committed to building a diverse and inclusive culture that celebrates authenticity. • Do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
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