Compound Planning, Inc.
Digital family office for entrepreneurs and technology professionals.
financial-serviceswealth-management
Company facts
- Founded
- 2019
- Employees
- 139
- Headquarters
- United States
- Type
- Private
- Funding
- Series B · $37.1M · 2022
- Subsidiaries
- Compound Tax
Open positions
1 job
8 views 4 months ago
GTM Engineer, Advisor Recruiting
Open 132d RemoteNorth America
United States
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…
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