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.
February 10
Provide financial advice at a high growth digital family office focused on entrepreneurs and retirees.
February 10
Join Compound Planning as a Client Service Associate to assist financial advisors and manage client relationships.
π€ Texas β Remote
π΅ $55k - $65k / year
π° $25M Series B on 2022-01
β° Full Time
π’ Junior
π‘ Mid-level
π Client Services
February 7
The Senior Director manages investments at Compound Planning, a digital family office. A solid background in financial markets and communication skills are essential.
β°οΈ Colorado β Remote
πͺοΈ Kansas β Remote
+4 more states
π΅ $125k - $160k / year
π° $25M Series B on 2022-01
β° Full Time
π Senior
πΈ Financial Planning and Analysis
February 7
Investment Analyst at Compound Planning supports investment analysis for a digital family office. Requires experience with financial analysis and market securities.
πΊπΈ United States β Remote
π΅ $75k - $120k / year
π° $25M Series B on 2022-01
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis
December 5, 2024
Managing Director role to lead sales and advisor recruiting for a digital family office.
πΊπΈ United States β Remote
π° $25M Series B on 2022-01
β° Full Time
π΄ Lead
π° Business Development (BDR)
October 25, 2024
Sales Development Representative for Compound's wealth management platform.
πΊπΈ United States β Remote
π° $25M Series B on 2022-01
β° Full Time
π‘ Mid-level
π Senior
π΅ Sales Development (SDR)
Remote Jobs at Compound