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.
- Headquarters
- , , United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- founders, business owners, professionals
- Certifications on site
- Site languages
- EN
- Career system
- Ashby
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.
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.
Named on the site: founders, business owners, professionals, retirees, families, founders and business owners, professionals and retirees.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 583 scored.
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.
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.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.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.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.• Build and run personalized-at-scale outbound across email and LinkedIn — currently via Smartlead and HeyReach, powered by Clay enrichment and HubSpot.• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.• Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.Vendors whose code loads on compoundplanning.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
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 →
| open · new 30 d | |
|---|---|
| Finance & accounting | 3 · 0 |
| Human resources | 1 · 0 |
| Legal, compliance & risk | 1 · 0 |
| Marketing & communications | 1 · 0 |
| Software engineering | 1 · 0 |
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.
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.
Companies like Compound Planning
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 583 scored.
From the company's own website
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)
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.
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.
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The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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