Co Founder & CEO, Weli AI (WealthTech StartUp) (San Francisco)

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

Wealth management is at an inflection point with $70T intergenerational wealth transfer and a projected shortage of 100,000+ advisors by 2034. 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 begun in the studio, with validation from customer interviews and pilot conversations underway.

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 — Collaborate 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 – 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 proven market need, early adopter interest, and momentum toward building and scaling
• Studio bench strength — Designers, engineers, growth marketers, and fundraising pros embedded from Day 1
• Capital commitment — Initial pre-seed funding for early hires and MVP development, with potential 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
• Startup scrappiness — You know 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 — Read more on our 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 engagement with our team to launch the initial product and achieve market traction
• Prepare for seed fundraise and full P/L ownership of the new entity
• A significant equity stake in the business
• This is a full-time role; commitment to building and owning a new SaaS venture

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 why we should chat.

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

Seniority level

• Executive

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Venture Capital and Private Equity Principals

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