Co-Founder & CEO - AI WealthTech

FutureSight • Los Angeles, CA

8d

About The Position

FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli is an AI-native operations platform purpose-built for wealth management firms. It plugs directly into the CRM, portfolio management, and custodian systems firms already run, and executes the back-office work behind every account, account opening, money transfer, trade coordination, and compliance routing. Weli's customers are independent and hybrid RIAs, firms built around senior advisors who own their own client books and lean on a small, shared operations team to execute everything behind the scenes. The independent channel has been on a two-decade climb, and growth is outpacing the operations layer built to support it. The industry's leading benchmarking study found 78% of RIA firms were actively hiring last year just to keep up with capacity constraints. 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 venture building 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.

Requirements

• 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 wealth management, RIA operations, and financial services compliance, with the credibility and relationships to navigate the industry's regulatory landscape and sell into established firms.

Responsibilities

• Set the venture's direction and lead its execution.
• Refine the ICP, pricing model, and product positioning.
• Lead pilots with RIA and wealth management firms, convert them to paid engagements, and build the go-to-market motion.
• Partner with the FutureSight product and engineering team to ship V1 and iterate on user feedback.
• Lead the seed raise, supported by FutureSight's network and traction.
• Recruit and lead a cohesive founding team, and establish the cultural foundation of the company.

Benefits

• Meaningful founder equity from inception.
• Pre-seed capital committed by FutureSight for early hires and MVP development.
• Potential for follow-on funding.
• Venture building resources, including embedded design, engineering, growth, and fundraising support from day one.
• Investor and advisor network across fintech 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 This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed