Compound

Compound Employee Directory

Financial ServicesRemote, United States51-200 Employees

Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. 

We support your goals and help you make better financial decisions so you can focus on what matters most. 

With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.

Find Compound employees' phone numbers or email addresses

Compound Global Highlights

Location
Employees

North America
124

Minus sign iconPlus sign icon
  • United States Of America
    121
  • Canada
    3

Asia
6

Minus sign iconPlus sign icon
  • Philippines
    2
  • Saudi Arabia
    2
  • China
    1
  • India
    1

Europe
3

Minus sign iconPlus sign icon
  • Finland
    2
  • Spain
    1

Africa
2

Minus sign iconPlus sign icon
  • Egypt
    1
  • South Africa
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Compound's Leadership

  • Stylized image of a person
    C. H.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C. H.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    S. D.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    M. J. O.
    Vice President - Wealth Advisor
    Phone icon
  • Stylized image of a person
    M. M.
    Vice President Of Operations
    Phone icon
  • Stylized image of a person
    P. R.
    Head Of Human Resources
    Phone icon
  • Stylized image of a person
    R. S.
    Head Of Marketing
    Phone icon
  • Stylized image of a person
    R. H.
    Head Of Product
    Phone icon

Compound Employee Metrics

100%
50%
0%
2024
2023
  • Engineering
  • Operations
  • Finance
  • Product Management
  • Sales
  • Other
  • Arts & Design
  • Marketing

Contact profiles from Compound

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. T.
    Director, Sales
    Phone icon
    Dec 13, 2024
  • Stylized image of a person
    T. H.
    Managing Director & Senior Wealth Advisor
    Phone icon
    United StatesNew York
    Dec 13, 2024
  • Stylized image of a person
    G. H.
    Director, Advisor Recruiting & Sales
    Phone icon
    United StatesNew York
    Dec 04, 2024
  • Stylized image of a person
    B. P.
    Director Of Growth
    Phone icon
    Dec 13, 2024
  • Stylized image of a person
    A. K. G.
    Tax Director
    Phone icon
    United StatesCalifornia
    Oct 16, 2024
  • Stylized image of a person
    M. W.
    Tax Director
    Phone icon
    United StatesOregon
    Oct 23, 2024
  • Stylized image of a person
    N. A.
    Product Lead — Investing And Data Aggregation
    Phone icon
    United StatesCalifornia
    Dec 11, 2024
  • Stylized image of a person
    W. L.
    Senior Portfolio Manager
    Phone icon
    United StatesOhio
    Nov 05, 2024
  • Stylized image of a person
    S. R.
    Product Manager
    Phone icon
    United StatesOregon
    Dec 11, 2024
  • Stylized image of a person
    A. G.
    Senior Tax Manager
    Phone icon
    United StatesCalifornia
    Oct 23, 2024

Frequently Asked Questions

What is Compound known for?

Minus sign iconPlus sign icon
Compound was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Remote, US. Explore Compound's company overview page for more information.

What is Compound's most common email format?

Minus sign iconPlus sign icon
Compound employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compound email formats with LeadIQ.

How many employees does Compound have currently?

Minus sign iconPlus sign icon
Compound has approximately 114 employees as of November 2024. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Compound's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2024, Compound's key employees include:

  • Chief Executive Officer: C. H.
  • Chief Compliance Officer: C. H.
  • Chief Investment Officer: S. D.
  • Vice President - Wealth Advisor: M. J. O.
  • Vice President Of Operations: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.