About us. Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. About this role. As a wealth advisor, you’ll work directly with clients collaborati...
Overview. Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. General Description. The Investment Analyst reports...
About us. Compound Planning, with currently 2.5B AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Role overview. In this role, you’ll work directly with financial advisors to support th...
About us. Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. About this role. As a wealth advisor, you’ll work directly with clients collaborati...
Trading Associate. Overview. Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Overview about job. The Trading ...
About us. Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. About this role. As a wealth advisor, you’ll work both directly with clients...
Overview. At Compound Planning, we're building the next-generation financial planning platform, and we need software engineers to help deliver that vision. As a Software Engineer , you will play a crucial role in delivering a best-in-class experience that empowers clients to understand their comprehensive financial picture, collaborate seamlessly with advisors, and unlock powerful financial solutions. You'll work in a collaborative, cross-functio...
Trading Associate. Overview. Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Overview about job. The Trading ...
Overview. Compound Planning, with over $2.5 AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. The Billing and Payroll Specialist will play a crucial role within the Comp...
Overview. Compound Planning, with over $2.5 AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. The Billing and Payroll Specialist will play a crucial role within the Comp...
