Compound Planning, Inc.

About Compound Planning

Compound Planning is shaping the future of wealth management. We combine personalized financial advice with a powerful proprietary technology platform. Since 2022, we have added over $4 billion in Assets Under Management (AUM), serving high-net-worth individuals and families. Our mission is to empower entrepreneurs, professionals, and retirees with comprehensive financial planning, tax advice, and investment management. We are building the financial institution of the future.

How We Work

We operate as a remote-first team, uniting driven colleagues across various functions like advisory, engineering, and tax. Our culture values integrity, transparency, and accountability. You will find a supportive, kind, and smart team, all aligned around a shared mission. We encourage moving fast and building lasting solutions.

Engineering at Compound Planning

Our proprietary technology platform powers personalized financial, tax, and investment planning. We leverage an AI-powered operating system, AdvisorHQ, to transform how financial advisors work. Its centerpiece, Activity Monitor, uses AI to analyze client relationships, centralize data, and automate workflows. This includes using AI call transcripts for client meeting records. We integrate multi-tiered tax services directly into our client dashboard, ensuring a modern and efficient advisory experience.

Why Join Us

• Contribute to a company rapidly scaling, growing AUM by over 80% in less than a year.
• Work on cutting-edge AI-powered tools that redefine wealth management.
• Collaborate in a remote-first environment with supportive, high-caliber professionals.
• Play a key role in shaping the financial landscape for the upcoming $84 trillion wealth transfer.

Benefits & Perks

• Competitive salary and equity packages.
• Comprehensive health and life insurance.
• 401k retirement plan.
• Paid vacation and sick time off.
• Parental leave and other leave options.