---
title: 'Staff Software Engineer at Compound Planning, Inc.'
canonical: 'https://feeny.ai/job/staff-software-engineer-compound-planning-inc-remote-f3s8zrrb32rd'
type: 'job'
last_seen: '2026-09-11'
---

# Staff Software Engineer at Compound Planning, Inc.

- **Company:** Compound Planning, Inc.
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-01-27
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/compound/cc720738-cc92-43cb-a7ae-d021ea7757d7

## Job description

Overview: At Compound Planning, we’re building the next-generation financial planning platform, and we need software engineers to help deliver that vision. As a Staff Software Engineer, you will play a crucial role in delivering a best-in-class experience that empowers clients to understand their comprehensive financial picture, collaborate seamlessly with advisors, and unlock powerful financial solutions. You’ll work in a collaborative, cross-functional team of engineers, product managers, and designers, using modern technologies to build high-quality, scalable, and innovative software. Your contributions will directly impact the success of our product and company. Important Note on Work Authorization: While we value diverse backgrounds and experiences, Compound is not currently able to sponsor work visas (including H-1B). Candidates must be authorized to work in the U.S. without sponsorship. What you’ll do:

- Design, build, and maintain high-quality applications.
- Lead feature implementation and own the end-to-end delivery of new features and enhancements, from concept to deployment.
- Design elegant, scalable, and maintainable software solutions to solve complex business problems.
- Collaborate closely with designers, product managers, and engineers to bring ideas to life.
- Contribute to system architecture, ensuring performance, scalability, and security.
- Review code, mentor teammates, and share best practices to elevate team performance.
- Triage and resolve software defects, continuously improving application quality and user experience.
- Stay at the forefront of development trends and innovations, driving technical excellence while delivering for the business.
- Actively participate in agile software development, including planning, code reviews, demo and retrospectives.

Minimum Requirements:

- 6+ years of experience delivering high quality software.
- Experience building APIs, backend systems, frontends, and app architecture.
- Deep technical expertise in one or more languages.
- Strong understanding of computer science fundamentals and software engineering best practices.
- Excellent problem-solving skills and ability to navigate ambiguous and evolving requirements.
- Demonstrated high degree of ownership and a startup mindset.
- Strong communication and collaboration skills within an agile team.
- Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
- A growth mindset with a passion for continuous learning and improvement.
- Ability to work core hours that align with US time zones.

Preferred Qualifications:

- Experience in FinTech or working in a startup environment.
- Strong grasp of modern, lean, web-application technologies
- Familiarity creating integrations with external data sources and/or world class data visualizations
- Familiarity with tools like Node.js, React, Next.js, Postgres, and AWS services.
- Experience with CI/CD pipelines.
- Understanding of security best practices.
- Building, optimizing, or integrating AI/ML solutions.
- Mobile development experience

Join us at Compound Planning and help shape the future of financial planning delivering a world-class experience!

## About Compound Planning, Inc.

## Company Overview
- **One-liner**: Compound Planning is a modern digital family office that provides integrated wealth management, tax, investment, and estate planning services for entrepreneurs, professionals, and families.
- **Entity Type**: Private (Investor-backed)
- **Headquarters**: New York, NY, United States
- **Founded**: Not publicly available
- **Founders**: Alex Farman-Farmaian (Co-Founder & CEO)

## Core Business
- **Primary industries**: Wealth management, financial advisory, tax planning & filing, investment management, estate planning.
- **Target customers**: B2C – entrepreneurs, tech professionals, retirees, and high-net-worth families in the United States.
- **Mission**: “Compound helps entrepreneurs, professionals, retirees, and families achieve their financial goals. You can think of us as your family office — a single place to manage your taxes, investments, and borrowing.” [compoundplanning.com/faq](https://compoundplanning.com/faq)

## Products & Services
- **Financial Planning & Goal Modeling**: Personalized multi-year financial plans built with proprietary software, covering IPO forecasting, retirement, estate, and diversification strategies.
- **Tax Advising & Filing**: Specialized tax planning and filing for stock option exercise, charitable giving, and capital call tracking.
- **Investment Management**: Public equities and alternative asset investing (venture capital, real estate, private equity, fixed income) with access to top custodians (Fidelity, Schwab).
- **Estate Planning**: Assistance with trusts (e.g., GRATs), wealth transfer, and coordination with law firms.
- **Borrowing Products**: Portfolio lines of credit, stock option financing, mortgages, and other loans.
- **Philanthropic Planning**: Establishment of donor-advised funds (DAFs) and foundations.
- **Document Management & Balance Sheet Tracking**: Centralized tracking and management of financial documents and net worth.

*All services are delivered through a combination of a digital platform and dedicated human advisors.*

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: $4.8 billion in regulatory assets under management (AUM) as of March 2026 (latest Form ADV filing). The company’s website cites “over $5 billion”. [rialytix.com](https://www.rialytix.com/crd/171787/compound-planning-inc)
- **Notable Investors/Partners**: Greenoaks, Egon Durban, Lachy Groom, Y Combinator, and leaders from Goldman Sachs, Stripe, and Meta. [compoundplanning.com/faq](https://compoundplanning.com/faq)
- **Growth Signals**:
  - 119 employees (up from 6 in the past 10 years, a +1,883% increase)
  - 8,708 client accounts and 25 offices across the U.S.
  - AUM grew from $100M to $4.8B over the same period (+4,709%)
  - Actively hiring across multiple roles, as shown by a dedicated careers page on Ashby.

## Competitive Advantages
- **Digital Family Office Model**: Combines the personal touch of a trusted advisor with a modern, beautiful digital experience — addressing gaps left by robo-advisors and traditional private banks.
- **No Minimum Asset Requirement**: Accessible to a wider audience than typical wealth management firms.
- **Fiduciary Standard**: Legally obligated to prioritize client interests; all advisors are fiduciaries.
- **Deep Tech/Equity Expertise**: Specialized knowledge in stock options, equity compensation, and tax strategies for technology professionals.
- **Integrated Service Stack**: Taxes, investments, borrowing, estate planning – all under one roof, eliminating the need for multiple disconnected vendors.

## Strategic Focus
- **Scaling the Platform**: Growing the advisor team and client base while maintaining high-touch service.
- **Vertical Integration**: Continuing to add in-house capabilities (e.g., tax filing, borrowing) to reduce reliance on external partners.
- **Technology-First Innovation**: Building proprietary modeling software and a cohesive digital experience to differentiate from traditional wealth managers.
- **Hiring for Growth**: Emphasizing “kind and ambitious” talent across engineering, advisory, and operations roles, with a hybrid/remote-friendly culture.

## Why Work Here
- **Culture**: Described as a team of engineers who understand equity modeling and financial advisers who follow Hacker News – a blend of technical rigor and genuine care for clients.
- **Remote/Hybrid Policy**: Headquartered in New York with team members across North America and Europe; offices in California, Idaho, Iowa, New York, and Ohio. Supports flexible and distributed work.
- **Notable Perks**: Opportunity to work on cutting-edge wealth management technology; influence over a rapidly growing platform; collaborative environment with low hierarchy.
- **Engineering Culture**: Emphasis on building beautiful, purpose-built software; engineers are directly involved in solving complex financial planning problems.

## Sources
1. [compoundplanning.com](https://compoundplanning.com/)
2. [compoundplanning.com/company/about](https://compoundplanning.com/company/about)
3. [compoundplanning.com/faq](https://compoundplanning.com/faq)
4. [rialytix.com/crd/171787/compound-planning-inc](https://www.rialytix.com/crd/171787/compound-planning-inc)
5. [jobs.ashbyhq.com/compound](https://jobs.ashbyhq.com/compound)

## Other roles at Compound Planning, Inc.

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- [Chief Compliance Officer](https://feeny.ai/job/chief-compliance-officer-compound-planning-inc-remote-a17h3vy30716)
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