Co-Founder & CEO - AI WealthTech at FutureSight

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Oct, 26

Salary

0.0

Posted On

08 Jul, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

B2B SaaS Go-To-Market, Fundraising, Strategic Planning, Customer Development, Team Leadership, Product Management, WealthTech Expertise, AI Agents, LLMs, Investor Relations, Sales, Recruiting

Industry

Venture Capital and Private Equity Principals

Description

The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli AI 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 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 builder 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, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. The Partnership Founder equity with meaningful ownership from inception Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding Venture building resources, including embedded design, engineering, growth, and fundraising support from day one Investor and advisor network across vertical AI and early-stage capital markets A true co-creation model in which you operate as CEO with FutureSight's cross-functional team as your partner What you'll own As Co-Founder & CEO, you will set the venture's direction and lead its execution. Strategy — Refine the ICP, pricing model, and product positioning Customer Development — Lead pilots with independent RIAs, convert them to paid engagements, and build the go-to-market motion Product — Partner with the FutureSight product and engineering team to ship V1 and iterate on user feedback Capital — Lead the seed raise, supported by FutureSight's network and traction Team — Recruit and lead the founding team, and establish the cultural foundation of the company Co-Founder Profile Previous founding experience at a venture-backed company Demonstrated success in B2B SaaS go-to-market, including sales and customer engagement Fundraising fluency, with the ability to develop investor narratives and close capital Proven ability to attract, develop, and retain top talent Clear-eyed understanding of the risks and demands of co-founding a venture-backed company Direct exposure to WealthTech, AI agents/LLMs How to Apply Please submit your resume, LinkedIn profile, and a brief note on why this venture aligns with your goals as a founder. We will move quickly for the right candidate. FutureSight is committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and experiences.

Responsibilities

Lead the strategic direction and execution of Weli AI, focusing on refining the ICP, pricing, and product positioning. Drive customer development through pilots with RIAs and lead the seed funding round to scale the venture.