{"source":"Breaknorm","page":"https://breaknorm.co/company/compoundplanning.com","license":"https://breaknorm.co/terms","domain":"compoundplanning.com","name":"Compound Planning","legal_name":"Compound Planning","country":"US","country_second":"CA","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Compound Planning is a wealth management service that provides advisor services, tax filing and investment research for founders, business owners, professionals, retirees and families. Its offerings include an advisor dashboard, an offer calculator and market updates. The company positions itself as modern wealth management for these client groups.","offerings":["advisor dashboard","offer calculator","market update"],"target_customers":["founders","business owners","professionals","retirees","families","founders and business owners","professionals and retirees"],"business_model":["B2C"],"geo_scope":"unknown","headcount":"51-200","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/compound-financial","reviews":[],"contact_points":0,"contact_phones":0,"page_types":["home"],"crawled":"2026-09-06","profiled":"2026-09-12","indexed":"2026-09-19","hiring_built":"2026-10-27","website_tech":["activecampaign","amazon_ses","apple","cloudflare","docusign","google_workspace","hubspot","mailchimp","microsoft_365","rippling","salesforce","sendgrid","slack"],"hiring":{"open":7,"open_postings":7,"new_7d":0,"new_30d":0,"new_90d":2,"closed_30d":0,"countries":["US"]},"hiring_functions":[["finance_and_accounting",3,0],["human_resources",1,0],["legal_compliance_and_risk",1,0],["marketing_and_communications",1,0],["software_engineering",1,0]],"tech_jobs":[{"slug":"clay","status":"active","confidence":"high","jobs":1,"first_seen":"2026-06-18","function":"human_resources","quote":"The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner.","title":"GTM Engineer, Advisor Recruiting"},{"slug":"heyreach","status":"active","confidence":"high","jobs":1,"first_seen":"2026-06-18","function":"human_resources","quote":"The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner.","title":"GTM Engineer, Advisor Recruiting"},{"slug":"hubspot","status":"active","confidence":"high","jobs":1,"first_seen":"2026-06-18","function":"human_resources","quote":"The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner.","title":"GTM Engineer, Advisor Recruiting"},{"slug":"smartlead","status":"active","confidence":"high","jobs":1,"first_seen":"2026-06-18","function":"human_resources","quote":"The system already exists - HubSpot, Clay, and FINTRX anchor it, and we're running outbound through tools like HeyReach and Smartlead today - but it’s time for a dedicated owner.","title":"GTM Engineer, Advisor Recruiting"},{"slug":"linkedin","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-06-18","function":"human_resources","quote":"• Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot.","title":"GTM Engineer, Advisor Recruiting"},{"slug":"next-js","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-01-27","function":"software_engineering","quote":"• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.","title":"Staff Software Engineer"},{"slug":"aws","status":"active","confidence":"low","jobs":1,"first_seen":"2026-01-27","function":"software_engineering","quote":"• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.","title":"Staff Software Engineer"},{"slug":"morningstar","status":"active","confidence":"low","jobs":1,"first_seen":"2026-08-28","function":"finance_and_accounting","quote":null,"title":""},{"slug":"node-js","status":"active","confidence":"low","jobs":1,"first_seen":"2026-01-27","function":"software_engineering","quote":"• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.","title":"Staff Software Engineer"},{"slug":"postgresql","status":"active","confidence":"low","jobs":1,"first_seen":"2026-01-27","function":"software_engineering","quote":"• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.","title":"Staff Software Engineer"},{"slug":"react","status":"active","confidence":"low","jobs":1,"first_seen":"2026-01-27","function":"software_engineering","quote":"• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.","title":"Staff Software Engineer"},{"slug":"ycharts","status":"active","confidence":"low","jobs":1,"first_seen":"2026-08-28","function":"finance_and_accounting","quote":null,"title":""}],"intents":[],"recent_postings":[{"id":11218368,"title":"Growth Marketing (Sr Manager - Sr Director)","city":"","function":"marketing_and_communications","family":"marketing_and_communications/digital_and_performance_marketing","seniority":"director","posted":"2026-10-28","url":"https://jobs.ashbyhq.com/compound/1caa5504-4ce0-4664-a626-3bd922663e08","tech":[]},{"id":1431,"title":"Head of Content","city":"","function":"marketing_and_communications","family":"marketing_and_communications/content_and_copywriting","seniority":"director","posted":"2026-09-10","url":"https://jobs.ashbyhq.com/compound/eb178dea-c027-4887-a3fb-cb0cade27deb","tech":[]},{"id":1429,"title":"GTM Engineer, Advisor Recruiting","city":"","function":"human_resources","family":"human_resources/recruiting_and_talent_acquisition","seniority":null,"posted":"2026-06-18","url":"https://jobs.ashbyhq.com/compound/ea671c11-4246-422a-95d7-6b021f163dd0","tech":["hubspot","clay","heyreach","smartlead","linkedin"]},{"id":1428,"title":"Chief Compliance Officer","city":"","function":"legal_compliance_and_risk","family":"legal_compliance_and_risk/compliance","seniority":"cxo","posted":"2026-06-08","url":"https://jobs.ashbyhq.com/compound/f988efb2-597d-4f11-b3ce-b769deef2367","tech":[]},{"id":1425,"title":"Staff Software Engineer","city":"","function":"software_engineering","family":"software_engineering/general_software_development","seniority":"senior","posted":"2026-01-27","url":"https://jobs.ashbyhq.com/compound/cc720738-cc92-43cb-a7ae-d021ea7757d7","tech":[]},{"id":1426,"title":"SVP / VP Wealth Advisor","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"vp","posted":"2025-05-19","url":"https://jobs.ashbyhq.com/compound/de2f93f8-83ad-488a-9dd5-c3ac366418fe","tech":[]},{"id":1427,"title":"Wealth Advisor","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"mid","posted":"2025-04-11","url":"https://jobs.ashbyhq.com/compound/1865cf9f-6b1c-46ad-a876-5359fea21fbf","tech":[]}],"ats":"Ashby","similar":[{"domain":"peakamericanfinancial.com","name":"Peak American Investment Advisors","country":"US","city":"Plano","headcount":"51-200","leaf":"independent_financial_advisers","summary":"Peak American Investment Advisors is a financial planning firm that provides wealth management, retirement tax strategy, insurance coordination, retirement inco."},{"domain":"reillyfinancialgroup.com","name":"Reilly Financial Group","country":"US","city":"Metuchen","headcount":"51-200","leaf":"wealth_management_general","summary":"Reilly Financial Group is a financial advisory firm that provides wealth management, investment management, retirement planning, and risk management for individ."},{"domain":"carsonwealth.com","name":"Carson Wealth","country":"US","city":"Omaha","headcount":"51-200","leaf":"independent_financial_advisers","summary":"Carson Wealth is a financial planning and wealth management firm that provides financial, retirement, estate, and investment planning for individuals and busine."},{"domain":"simpleimpactllc.com","name":"Simple Impact LLC","country":"US","city":"Reno","headcount":"1001-5000","leaf":"independent_financial_advisers","summary":"Simple Impact LLC is a wealth advisory and financial planning service that provides guidance on retirement, investment, estate, insurance, tax and money managem."},{"domain":"advanced-financial-solutions.com","name":"Advanced Financial Solutions","country":"US","city":null,"headcount":"201-500","leaf":"independent_financial_advisers","summary":"Advanced Financial Solutions is a financial planning and investment advisory service that provides financial planning, retirement, estate, insurance, tax and em."},{"domain":"successionwealth.co.uk","name":"Succession Wealth","country":"GB","city":null,"headcount":"501-1000","leaf":"independent_financial_advisers","summary":"Succession Wealth is a financial advice provider that offers independent wealth planning, investment advice, and estate planning for individuals and families."}],"similar_scored":583,"customers":null,"as_of":"2026-10-30","updated_at":"2026-10-30","hash":"2fd1210ac442b786","index_tier":1}