CoFounder & CEO, Weli AI (WealthTech Startup)

Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Previous founding experience in product or B2B SaaS ventures., Proven success in B2B SaaS sales, marketing, and customer engagement., Strong fundraising skills with a network in fintech and early-stage communities., Entrepreneurial drive and startup scrappiness, with the ability to lead from start to finish..

Key responsibilities:

  • Lead customer discovery and refine the go-to-market strategy.
  • Work with product and engineering teams to launch the initial product version.
  • Run pilot programs, shape pricing, and validate customer retention and expansion.
  • Lead seed fundraising efforts and build the founding team.

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 midsized 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 hightouch 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:

Required profile

Experience

Level of experience: Senior (5-10 years)
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
  • Communication
  • Leadership

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