Co-Founder & CEO - AI WealthTech
FutureSight Inc. • toronto, Canada
Role Description
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture currently in build at our studio. 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.
The Partnership
Founder equity with meaningful ownership from inception
Pre-seed capital committed by FutureSight f...
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.
The Partnership
Founder equity with meaningful ownership from inception
Pre-seed capital committed by FutureSight f...