Company · Wealth management general

Compound Planning_

As of 30 October 2026, Compound Planning has 7 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name Clay, HeyReach and HubSpot as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United States51-200 employees10M-50M revenue, est.B2Ccompoundplanning.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
51-200 employees (linkedin)
Sells to
founders, business owners, professionals
Certifications on site
Site languages
EN
Career system
Ashby
7open roles · 0 new in 30 days
12tools named in postings
United Stateshiring locations
0change signals read in postings
02 — What they do, whom they sell to, who else does it

Compound Planning in one screen

Read from compoundplanning.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Compound Planning does

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.

advisor dashboardoffer calculatormarket update
Whom it sells to

Named on the site: founders, business owners, professionals, retirees, families, founders and business owners, professionals and retirees.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 583 scored.

Peak American Investment AdvisorsUnited States · 51-200 employeesReilly Financial GroupUnited States · 51-200 employeesCarson WealthUnited States · 51-200 employeesSimple Impact LLCUnited States · 1001-5000 employeesAdvanced Financial SolutionsUnited States · 201-500 employeesSuccession WealthUnited Kingdom · 501-1000 employees
03 — Tech stack, with the evidence

What Compound Planning says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

ClayHuman resources · high confidence · 1 posting
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.
GTM Engineer, Advisor Recruiting · first seen 2026-06-18
HeyReachHuman resources · high confidence · 1 posting
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.
GTM Engineer, Advisor Recruiting · first seen 2026-06-18
HubSpotHuman resources · high confidence · 1 posting
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.
GTM Engineer, Advisor Recruiting · first seen 2026-06-18
SmartleadHuman resources · high confidence · 1 posting
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.
GTM Engineer, Advisor Recruiting · first seen 2026-06-18
LinkedInHuman resources · medium confidence · 1 posting
• Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot.
GTM Engineer, Advisor Recruiting · first seen 2026-06-18
Next.jsSoftware engineering · medium confidence · 1 posting
• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
Staff Software Engineer · first seen 2026-01-27
Amazon Web ServicesSoftware engineering · low confidence · 1 posting
• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
Staff Software Engineer · first seen 2026-01-27
Node.jsSoftware engineering · low confidence · 1 posting
• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
Staff Software Engineer · first seen 2026-01-27
PostgreSQLSoftware engineering · low confidence · 1 posting
• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
Staff Software Engineer · first seen 2026-01-27
ReactSoftware engineering · low confidence · 1 posting
• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
Staff Software Engineer · first seen 2026-01-27
On the website or in DNS

Vendors whose code loads on compoundplanning.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04 — Hiring

7 open roles, 2 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05 — Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Compound Planning, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Compound Planning to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06 — Lookalikes

Companies like Compound Planning

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 583 scored.

Peak American Investment AdvisorsIndependent financial advisers · United States51-200 employees
Reilly Financial GroupWealth management general · United States51-200 employees
Carson WealthIndependent financial advisers · United States51-200 employees
Simple Impact LLCIndependent financial advisers · United States1001-5000 employees
Advanced Financial SolutionsIndependent financial advisers · United States201-500 employees
Succession WealthIndependent financial advisers · United Kingdom501-1000 employees
07 — Profile

From the company's own website

Legal nameCompound Planning
IndustryBusiness & finance services · Wealth management general
Offeringsadvisor dashboard · offer calculator · market update
Target customersfounders · business owners · professionals · retirees · families · founders and business owners · professionals and retirees
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readhome
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Compound Planning (, United States, 51-200 employees) has 7 open roles, 0 new in 30 days, and names 12 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/compoundplanning.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from compoundplanning.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ashby career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Compound Planning: questions

Does Compound Planning use Clay?

Yes, by the company's own words: 1 posting name it, first seen 2026-06-18, in the human resources team.

Is Compound Planning hiring?

7 open roles as of 30 October 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From compoundplanning.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Ashby) hourly since. Headcount is from LinkedIn.

Who should I write to at Compound Planning?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

Companies and people

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