Co-Founder & CEO - AI WealthTech
FutureSight • Canada
Job Description
The Opportunity
FutureSight
is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role.
Weli is an AI-native operations platform purpose-built for wealth management firms. It plugs directly into the CRM, portfolio management, and custodian systems firms already run, and executes the back-office work behind every account, account opening, money transfer, trade coordination, and compliance routing. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves. Weli is built for the firm's back office.
Market Context
Weli's customers are independent and hybrid RIAs, firms built around senior advisors who own their own client books and lean on a smal
Required Skills
Problem Solving
Communication
Similar Jobs
Discussion
Login to join the discussion
Login