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Compound Planning, Inc.

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3 jobs
Compound Planning, Inc.
3 months ago

GTM Engineer, Advisor Recruiting

RemoteNorth AmericaFull-time
United States

Overview We're Compound Planning — a high-growth AI-powered wealth management firm managing $5B+ for clients across 50+ financial advisors, and named one of America's Top RIAs by Forbes for 2025. We grow by…

AI Data Quality HubSpot
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Compound Planning, Inc.
4 months ago

Chief Compliance Officer

RemoteNorth AmericaFull-timeC-level
United States

Overview Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial…

Cybersecurity
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Compound Planning, Inc.
8 months ago

Staff Software Engineer

RemoteNorth AmericaFull-timeStaff
United States

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 Staff Software Engineer , you will play a crucial role in…

Agile AI API AWS CI/CD +6 skills
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