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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.
Weli's customers are independent and hybrid RIAs, firms built around senior advisors who own their own books of clients and lean on a small, shared operations team to execute everything behind the relationship. It's a large and fast-growing world. There are roughly 300,000 wealth and financial advisors in the US, and the independent channel has been on a two-decade climb, from under a fifth of the industry's assets in 2007 to 27% today, on track for nearly a third by 2028.
Growth is outpacing the operations layer built to support it. The industry's leading benchmarking study found 78% of RIA firms were actively hiring last year just to keep up with capacity constraints, and most firms add a full new hire for every $360,000 of revenue growth, an expensive, linear way to scale a business that should compound. In our own interviews, one managing partner put a number on it directly: his firm could roughly triple assets under management on its current advisor headcount, if operations could keep pace. That gap, real, quantifiable, and largely unaddressed by today's AI tools, is Weli's opportunity.
FutureSight is a leading venture builder 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 venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth.
As Co-Founder & CEO, you will set the venture's direction and lead its execution.
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.