AI Wealth Tech

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-our solution- acts as a second brain for advisors — surfacing insights, anticipating client needs, and streamlining engagement.

This problem excites us because it’s pure execution.

High client counts. Constant market and life-event signals. Clear relationship and growth outcomes.

And yet, advisors still spend their time preparing for meetings and reacting after the fact—unable to proactively reach every household when it actually matters, even though they know trust and timely contact drive retention and AUM.

Our belief is simple: 

AI should own this work—continuously monitoring signals, prioritizing next-best actions, and drafting outreach—so advisors can scale personalized advice across hundreds of clients without sacrificing quality or relationships.

As the Founding CEO, you will:

1. Win customers by running pilots, shaping pricing, and validating retention + expansion.

2. Work with FutureSight’s product and engineering pod to launch your V1.

3. Hire your founding team and set the cultural foundation. And Lead the seed round with FutureSight’s initial investment.

What FutureSight brings to the table:

1. We have validated the problem —  You will enter this venture with a proven market need.

2. We have studio bench strength including designers, engineers, growth marketers, and fundraising pros who are embedded from Day 1.​

3. We bring capital commitment with initial pre-seed funding for early hires and building the MVP with potential for follow-on funding, plus access to our investor and advisor network.

If you are as excited as we are about solving this problem, we want to hear from you. Feel free to read through our FAQs about working in FutureSight’s venture studio, watch “What We Look for in an EIR”, or Apply to this opportunity.