Job Description

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

Wealth management is approaching a critical inflection point with $70T intergenerational wealth transfer underway and a projected shortage of 100,000+ advisors by 2034. Today’s advisors are overwhelmed by fragmented tools, nonstop headlines, and the pressure to deliver high-touch service across hundreds of clients. Weli acts as a second brain for advisors — surfacing insights, anticipating client needs, and streamlining engagement.

Work has already begun in the studio. The idea has been validated through customer interviews, and pilot conversations are in motion.

As F...

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