Full-Time
Digital family office delivering wealth management
No salary listed
Des Moines, IA, USA
Remote
Compound Planning is a digital family office that offers personalized wealth management for high-net-worth individuals, including entrepreneurs, professionals, and retirees. It combines a team of financial, tax, and investment advisors with technology to deliver customized financial solutions. Its services cover tax optimization, investment strategies, and financial planning, with advisory and management fees as revenue. The platform works by using a connected team and digital tools to create and monitor tailored financial plans, optimize tax outcomes, and manage investments for each client. Compared with traditional firms, Compound Planning concentrates on a seamless, high-touch experience through a digital-first family office model, offering integrated tax and investment planning under one roof. The company aims to maximize investment returns and optimize taxes for its clients, helping them preserve and grow wealth over time.
Company Size
51-200
Company Stage
Series B
Total Funding
$35.1M
Headquarters
New York City, New York
Founded
2019
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Health Insurance
Life Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Parental Leave
Remote Work Options
Compound Planning, a digital family office, has surpassed $5 billion in assets under management, marking 75% growth since January 2025. The firm has added 24 advisors and over 700 new clients during this period, increasing AUM by more than $2 billion. The milestone coincides with four senior appointments: Sheila Ryan as Head of Wealth Management, Matt Barley as Director of Advisor Recruiting, Ryan Vas Dias as Director of Tax, and Dylan Portelli as Lead Product Manager. These additions follow recent hires including a General Counsel and Chief Compliance Officer in February. Founded to reimagine wealth management for high-net-worth clients, Compound combines technology with comprehensive financial planning services. The firm introduced Activity Monitor, an AI-powered operating system for advisors, in September 2025.
Compound Planning, a digital family office managing over $4 billion in assets, has announced strategic hires to strengthen operations and support client growth. Akin Adekeye joins as General Counsel, bringing technology-focused legal expertise from Microsoft, Wolters Kluwer and Quickbase. Jessica Faaborg has been appointed Chief Compliance Officer, bringing investment-adviser regulatory experience from Facet and EQIS Capital Management. The firm has also hired Martin Malloy to lead content strategy for advisor enablement and client education. Additionally, Compound welcomed seven financial advisors in late 2025 and early 2026, collectively managing approximately $795 million in client assets before joining. The hires follow Compound's 2025 milestone of surpassing $4 billion in assets under management and the introduction of Activity Monitor, part of its AI-powered operating system AdvisorHQ.
Compound Planning, a digital family office, has added seven advisors representing $795 million in collective assets during the second half of 2025 and early 2026. The recruits include Tony Golden from Merrill Lynch, Wendy Jankowski from her own RIA, Tim Couture from First Citizens, and Scott Weigel from Mercer Global Advisors. The firm also made key executive appointments, including Akin Adekeye as general counsel from Crown Legal Advisors and Jessica Faaborg as chief compliance officer from Facet. Martin Malloy joined as head of content. Created through acquisition in 2023, Compound now employs over 100 people, including more than 50 advisors, and manages $4 billion in assets. In October, co-founder Alex Farman-Farmaian became sole CEO, whilst Christian Haigh transitioned to executive chairman and president.
Compound Planning Inc. buys new stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU.
Registered investment advisor Choreo has filed a lawsuit against Compound Planning on the heels of the registered investment advisor announcing that former Choreo advisors joined to seed a new office in Des Moines, Iowa.