FutureSight
WealthTech
Co-Founder&CEO-AIWealthTechCompany
Neural analysis suggests this role is
optimal for Executive candidates.
“Co-Founder & CEO - AI WealthTech Company at FutureSight. Skills: B2B SaaS, Fundraising, Team building. Set venture direction. Lead venture execution”
What You'll Achieve.
Grow AUM at scale; Convert pilots to paid engagements
Industry & Context.
What They're Looking For.
Must Have
Previous founding experience, B2B SaaS go-to-market success, Fundraising fluency, Attract, develop, retain talent, Understand venture co-founding risks, WealthTech exposure, AI agents/LLMs exposure
Nice to Have
Experience at venture-backed company
What You'll Do.
Set venture direction
Lead venture execution
Refine product positioning
Lead pilots with RIAs
Convert pilots to paid
Build go-to-market motion
Iterate on user feedback
Recruit founding team
Establish cultural foundation
How You'll Work.
Team & Collaboration
Partner with studio team; Partner with product team; Partner with engineering team
Communication Scope
Investor narratives
Full Job Description
### The Opportunity FutureSight is seeking a Co-Founder & CEO to lead [Weli AI](https://meetweli-landing.replit.app/), a B2B WealthTech venture currently in build at our studio. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. [Weli AI ](https://meetweli-landing.replit.app/)is an embedded intelligence layer for wealth advisors. It integrates market and news signals with client and portfolio data to surface prioritized next-best actions and auto-draft client communications in the advisor's voice. Rather than another standalone dashboard, [Weli ](https://meetweli-landing.replit.app/)is designed to operate within the CRM and portfolio management tools advisors already use, enabling proactive outreach, personalized advice, and AUM growth at scale. Customer validation is complete, the wedge is defined, and initial pilot conversations are underway. We are now seeking the founder to lead the venture from here. ### Market Context * A $70T intergenerational wealth transfer is underway across North America * The U.S. advisor base of approximately 380,000 faces a projected shortfall of 100,000+ by 2034 * TAM is estimated at $2.28B in the U.S., with a SAM of $1.45B and an initial SOM of $145M ### About FutureSight FutureSight is a leading venture studio that co-creates world-class software companies with values-driven entrepreneurs from inception to exit. We are a team of founders, operators and designers with experience successfully bringing software to market at scale. You’ll co-create with a proven studio team, including: * John Carbrey – 4x founder, bootstrapped to $100M ARR * Joshua Auslander – Seasoned CFO and strategic advisor with $200M aggregate exits * Alan Smith – Globally recognized early stage validation expert, 24 products launched, an exit, 5M+ books sold * Prathna Ramesh – Early-stage investor and capital strategy advisor ### The Partnership * Founder equity with meaningful ownership from inception * Pre-seed capita
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