The Opportunity
FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture. 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 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 studio 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.
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
Venture building resources, including embedded design, engineering, growth, and fundraising support from day one
Investor and advisor network across vertical AI and early-stage capital markets
A true co-creation model in which you operate as CEO with FutureSight's cross-functional team as your partner What you'll own
As Co-Founder & CEO, you will set the venture's direction 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.
FutureSight is a leading venture studio that co-creates world-class software companies with values-driven entrepreneurs from inception to exit. The studio partners with founders to build AI-native software ventures across multiple sectors, including content intelligence (InfluTracker), reverse logistics orchestration, and architecture/engineering/construction platforms. FutureSight provides founder equity partnerships, pre-seed capital, embedded design and engineering support, and access to investor networks. The team consists of experienced founders, operators, and designers with proven track records of bringing software to market at scale, including a 4x founder who bootstrapped to $100M ARR and an early-stage validation expert who has launched 24 products.
