An AI-native platform that makes financial advisors significantly more effective
We're building an AI-native platform that makes financial advisors significantly more effective
The wealth management industry still relies on surprisingly manual processes and clients aren't getting the outcomes they deserve. We're assembling a world-class founding team from top fintech and AI companies to transform this space. Backed by exceptional investors and advisors with deep industry knowledge
Last stage
Seed
No applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.