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

This department focuses on the recruitment and support of advisors within the organization.

Advisor Services

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

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

Customer Support

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.

People (3)

Jobs (0)

Other teams

Client Advisory Team

Wealth Advisory

Customer Support

Engineering Team

Operations Team