Full-Time

Wealth Advisor

Compound

Compound

51-200 employees

Digital family office delivering wealth management

No salary listed

Des Moines, IA, USA

Remote

Category
Finance & Banking (1)
Requirements
  • 3-5+ years of experience advising high-net-worth individuals
  • Required accreditation such as Series 65, Certified Financial Planner, or equivalent
  • A client service mindset
Responsibilities
  • You will work directly with clients in Des Moines collaborating on their most important financial decisions
  • You will partner with the technology team to continuously innovate the product roadmap to meet clients' evolving financial needs
  • You will focus on advising and building the business, aiming to spend less time on back office tasks
  • You will influence the next generation of tools for providing better planning and advice to clients

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

Simplify Jobs

Simplify's Take

What believers are saying

  • AUM surged 75% to $5B since January 2025 with 700 new clients.
  • Hired Sheila Ryan as Head of Wealth Management and three other seniors in 2025.
  • Added 24 advisors including seven with $795M assets in late 2025-early 2026.

What critics are saying

  • SEC fines hit for Form ADV gaps despite Akin Adekeye's hire, eroding trust.
  • Merrill Lynch sues Tony Golden over non-compete, reversing $500M+ AUM.
  • Vanguard poaches advisors with 0.3% fees, capturing $5B AUM in 18-24 months.

What makes Compound unique

  • Compound Planning combines AI-powered Activity Monitor with human advisors for HNW clients.
  • Digital family office founded via 2023 acquisition targets entrepreneurs, professionals, retirees.
  • Remote nationwide advisors deliver tax optimization and investment strategies seamlessly.

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Benefits

Health Insurance

Life Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Parental Leave

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

14%
Business Wire
Apr 8th, 2026
Compound Planning hits $5B AUM with 75% growth, adds four senior hires

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.

Business Wire
Feb 18th, 2026
Compound Planning hits $4B in assets, adds general counsel and seven advisors

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.

Yahoo Finance
Feb 18th, 2026
Compound adds 7 advisors with nearly $800M in assets

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.

ETF Daily News
Aug 29th, 2025
Compound Planning Inc. Buys New Stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU

Compound Planning Inc. buys new stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU.

WealthManagement.com
Mar 5th, 2025
Choreo Sues Compound, Breakaway Advisors for Alleged Breach of Fiduciary Duty, Soliciting Clients

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.