Compound manages your finances so you can focus on what you're truly passionate about.

Software

Compound Planning

Compound Planning's headquarters in San Francisco, CA, United States

The New York office focuses on providing comprehensive financial and advisory services to high-net-worth clients.

New York

Christian Haigh

Lyndsey Dillon

Stephen Dean

Wealth Management Billing Specialist

Alex Farman-Farmaian

James Taylor

Senior Director - Investments

Matt Faubion

Brent Myers

Scott D. Hedgcock

Reed Nothwang

Andy Park

Scott Ward

Kristen Smith

Mike O'Connor

Jonny Jonson

Willem Bloemsma

Tim Hamilton

Joey Silva

Steve Fallat

Robert Stella

Chloe Guinan

The Client Advisory Team at Compound Planning is dedicated to providing personalized financial guidance and strategy to help clients achieve their financial goals. Comprising experienced wealth advisors and operations leaders, the team focuses on building strong client relationships, delivering tailored investment solutions, and ensuring exceptional service throughout the financial planning process. Their collective expertise empowers clients to focus on their passions while maintaining financial confidence.

Client Advisory Team

This department provides financial advice and wealth management services to clients, helping them to grow and manage their assets effectively.

Wealth Advisory

The Engineering Team at Compound Planning is responsible for designing, developing, and maintaining the company's software solutions that streamline financial management. This collaborative team, led by the Head of Engineering, focuses on innovative technology to enhance user experience, ensure system reliability, and implement new features that empower users to manage their finances effectively. With a blend of junior and senior engineers, the team fosters a culture of continuous improvement and technical excellence.

Engineering Team

The Operations Team at Compound Planning is responsible for optimizing internal processes to ensure seamless financial management for clients. This team oversees investment, revenue, trading, and product operations, ensuring efficient execution and compliance across all areas. By streamlining workflows and enhancing operational systems, they enable the company to deliver exceptional service, allowing clients to focus on their passions.

Operations Team

This department handles inquiries and provides assistance to customers, ensuring a positive experience and addressing their needs.

Customer Support

The Leadership Team at Compound Planning drives the strategic vision and operational excellence of the company, ensuring that financial management services are innovative and aligned with clients' passions. Composed of seasoned executives, including the CEO, Co-founders, and experts in wealth management and technology, the team fosters collaboration and guides the overall direction to enhance client experiences and business growth.

Compound Planning

Org chart

Board & advisors

Teams

Client Advisory Team

Wealth Advisory

Engineering Team

Operations Team

Customer Support

Leadership Team

Offices

Compound Planning

Org chart

Board & advisors

Teams

Client Advisory Team

Wealth Advisory

Engineering Team

Operations Team

Customer Support

Leadership Team

Offices

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