VerifiedInvestment Management· Founded 2022

Compound

Compound Planning is your digital family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $4 billion in assets under management, Compound Planning works with entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.

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135(51 to 200)2022withcompound.com LinkedIn

Verified contacts

116

available on Kipplo

LinkedIn employees

135

51 to 200 range

Open roles

83

across 2 depts

Distinct roles

59

indexed titles

Tech stack

2

tools in use

Monthly traffic

29

organic / mo

Hiring · 83 open positions across 2 departments

IT2

Sales81

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Showing 9 of 116 verified contacts

Top roles at Compound

59 distinct titles indexed · top 10 shown.

9principal & senior wealth advisor
6software engineer
6wealth management associate
4svp, wealth advisor
3vp, wealth advisor
2client manager
2co-founder
2head of people operations
2principal, senior wealth advisor
2svp & wealth advisor
+49more titles

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