Co-Founder & CEO, Weli AI (WealthTech Startup)

Remote: 
Full Remote
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Offer summary

Qualifications:

Proven experience in founding or co-founding a product company or B2B SaaS venture., Strong background in B2B SaaS sales, marketing, and customer engagement., Demonstrated ability to craft investor narratives and successfully raise capital., Leadership skills to attract and develop top talent, fostering a positive company culture..

Key responsibilities:

  • Lead customer discovery and develop a focused go-to-market plan.
  • Collaborate with product and engineering teams to launch the initial product version.
  • Conduct pilot programs, shape pricing strategies, and validate customer retention.
  • Build and lead the founding team while establishing the company's cultural foundation.

FutureSight logo
FutureSight Private Equity & Venture Capital TPE https://futuresight.ventures.com/
11 - 50 Employees
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Job description

FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver proactive, personalized guidance at scale. Targeting small to mid-sized wealth management firms, our solution enables advisors to deliver better client experiences, boost retention, and accelerate AUM.

Wealth management is approaching a critical inflection point with $70T intergenerational wealth transfer underway and a projected shortage of 100,000+ advisors by 2034. Today’s advisors are overwhelmed by fragmented tools, nonstop headlines, and the pressure to deliver high-touch service across hundreds of clients. Weli acts as a second brain for advisors — surfacing insights, anticipating client needs, and streamlining engagement.

We are aiming to launch in Q3 2025.

Work has already begun in the studio. The idea has been validated through customer interviews, and pilot conversations are in motion.

As Founding CEO, you will:

  • Lead the roadmap — Own customer discovery, refine the wedge, and translate insights into a focused GTM plan
  • Build the product — Work with FutureSight’s product/engineering pod to launch V1 by August 2025
  • Win customers — Run pilots, shape pricing, and validate retention + expansion
  • Raise capital — Lead the seed raise with our support, backed by real traction
  • Build your team — Hire your founding team and set the cultural foundation
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
  • Kevin Nguyen – Product leader with 0 → 1 SaaS scale-up experience
  • 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
What We Bring to the Table
  • Validated problem & early market pull —  You will enter a venture with a proven market need, early adopter interest, and strong momentum toward building and scaling
  • Studio bench strength — Designers, engineers, growth marketers, and fundraising pros are embedded from Day 1
  • Capital commitment — Initial pre-seed funding for early hires and building the MVP with potential for follow-on funding, and access to our investor and advisor network
What You Bring to the Table
  • Founder-level drive — You’re motivated to co-found a new venture as the CEO. With or without us, this is your calling.
  • Startup scrappiness — You know what you’re signing up for. You’re familiar with the scrappiness of owning something from start to finish
  • Previous founding experience — You have co-founded a product company or B2B SaaS venture or have been at a venture-backed company
  • Risk appetite and capacity — Read more on our post on the Entrepreneurial Risk Profile 
  • GTM chops — Proven success in B2B SaaS sales, marketing, and customer engagement
  • Fundraising fluency — Able to craft investor narratives and close capital; well-networked in fintech and early-stage communities
  • People leadership — Magnet for top talent; coach and culture carrier
  • Bonus: Exposure to WealthTech, AI agents/LLMs, or highly regulated industries
What You Can Expect

Daily active engagement with our team to launch initial product, achieve initial market traction, and prepare for seed fundraise.

Ready to Build?

If this is the perfect opportunity for you, we want to hear from you!

Submit your Resume and LinkedIn profile and tell us more about why you think we should chat!

FutureSight is committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and experiences.

Required profile

Experience

Industry :
Private Equity & Venture Capital
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Team Building
  • Problem Solving
  • Adaptability
  • Communication
  • Leadership

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