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Co-Founder & CEO - AI WealthTech
Co-Founder & CEO - AI WealthTechFutureSight Inc. • San Francisco, CA, US
Co-Founder & CEO - AI WealthTech

Co-Founder & CEO - AI WealthTech

FutureSight Inc. • San Francisco, CA, US
18 hours ago
Job type
  • Full-time
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.

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

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 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.

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