Compound Planning
Digital wealth management and financial planning for founders, business owners, professionals, retirees and families
Highlights
- New on EvolcAdded 2026-11-14
About Compound Planning
Compound Planning provides wealth management technology and advisor services covering financial, tax and investment planning. It describes its service as a digital family office.
Its advisors serve founders, business owners, professionals, retirees and families. The company also recruits wealth advisors and investment professionals to serve clients.
Compound lists team members in locations across the United States, including New York, San Francisco and Madison. Its open roles include wealth advisors, a growth marketing lead, a go-to-market engineer and a software engineer.
Product: Wealth management technology and advisor services for financial, tax and investment planning.
Jobs at Compound Planning
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Content delivery
- CloudflareHigh confidence
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- Response headerserver
- Response headerserver
- Response headerserver
Content management
- SanityMedium confidence
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- Page markupsoftware structure signature
- Page markupsoftware structure signature
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
Frontend frameworks
- Next.jsHigh confidence
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- Website resourcedeclared script/iframe or software asset
- ReactMedium confidence
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- Related technologyimplied by Next.js
- Tailwind CSSMedium confidence
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- Page markupsoftware structure signature
- Page markupsoftware structure signature
- Page markupsoftware structure signature
Hosting
- AWSHigh confidence
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- Website resourcedeclared script/iframe or software asset
Recruiting
- AshbyMedium confidence
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Detection evidence
- Page markupsoftware structure signature
- Page markupsoftware structure signature
- Page markupsoftware structure signature
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.