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Co-Founder & CEO - AI Wealthtech

FutureSightBoston, MA

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Overview

Schedule
Full-time
Career level
Executive
Remote
On-site
Benefits
Career Development

Job Description

The Opportunity

FutureSight is seeking a Co-Founder & CEO to lead Weli AI, 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 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 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 capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
  • Studio 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 the studio as your partner

Role & Responsibilities

As Co-Founder & CEO, you will set the direction of the venture 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.

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FAQs About Co-Founder & CEO - AI Wealthtech Jobs at FutureSight

What is the work location for this position at FutureSight?
This job at FutureSight is located in Boston, MA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at FutureSight?
Employer has not shared pay details for this role.
What employment applies to this position at FutureSight?
FutureSight lists this role as a Full-time position.
What experience level is required for this role at FutureSight?
FutureSight is looking for a candidate with "Executive" experience level.
What benefits are offered by FutureSight for this role?
FutureSight offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at FutureSight?
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