Compound Financial

Compound Financial, also known as Compound Planning, was founded in 2019 and operates in the financial services industry. We offer modern wealth and investment management services, functioning as a digital family office.

Our wealth management platform and service offering enable personalized financial, tax, and investment planning. We help clients optimize stock options for tax efficiency, increase investment returns through private opportunities, and provide comprehensive tax planning for equity compensation, crypto, QSBS, real estate, and philanthropy.

We serve Founders, Business Owners, Professionals, Retirees, and Families, especially high-net-worth individuals. We manage over $4 billion in assets. We also recruit advisors nationwide and develop relationships with breakaway advisors and RIA teams.

Our mission is to empower individuals, especially those in tech, to make informed financial decisions so they can focus on what matters most.

We measure our success by the impact we have on clients’ lives, aiming to provide peace of mind about retirement and family financial security. We aim to create a leading wealth management service known for its quality.

We maintain a culture of compliance and fiduciary responsibility, operating with integrity and a shared mission.

Compound Financial is a team of 11-50 people.

They look for kind, ambitious individuals to join a supportive, collaborative environment. The culture values high performance, is remote-friendly, and focuses on integrity, compliance, and fiduciary responsibility.

The company works to identify and mitigate risks, scaling operations while upholding its core values.

We offer employees a competitive salary and a comprehensive benefits package, including health, dental, and retirement plans.

We support professional development and career advancement. Employees also work in a supportive, collaborative environment.