Co-Founder & CEO - digital estate planning wealthtech

JR United Kingdom; Shrewsbury; Remote; GBP 100,000 - 160,000; Full time

Job summary

Inheritly seeks a mission-driven CEO to lead as it scales into a category-defining company in the legacy planning space. You'll drive strategic vision, execution, and fundraising, transforming legacy planning through innovative solutions. Ideal candidates possess strong sales acumen, a disruptive mindset, and experience in B2B SaaS or fintech.

Qualifications

• Proven track record leading GTM and driving early revenue generation.
• Understanding of fundraising dynamics and strong VC literacy.
• Experience in regulated markets like financial advice or legal tech is a plus.

Responsibilities

• Lead the company's strategic vision, execution, and commercial delivery.
• Build a repeatable GTM engine in the UK IFA channel.
• Spearhead fundraising efforts in collaboration with ARK Venture Studio.

Skills

Sales acumen

Strategic thinking

Disruptive mindset

Entrepreneurial pragmatism

Education

Experience in B2B SaaS, fintech, or wealthtech

Job description

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Client:

ARK Venture Studio

Location:

shrewsbury, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Location: London or hybrid within the UK

Stage: Pre-seed | Alpha MVP live | VC-backed

Compensation: Equity + competitive founder-level package

About Inheritly

Inheritly is on a mission to make estate and legacy planning radically simpler, smarter, and more human. We’re building the global platform for digital legacy planning - one that integrates seamlessly into financial advice journeys, helps families plan with clarity, and unlocks lifetime value for advisers.

We’re starting with a sharp wedge into the UK IFA market - empowering advisers with a compliance-friendly, client-centric planning tool that improves engagement and drives product conversion. Our Alpha MVP is live, and we've secured strong design partner interest. Backed by ARK Venture Studio and Eagle Venture Fund, we’re now looking for a CEO to take the reins and scale Inheritly into a category-defining company.

Why this role and why now?

Legacy planning is broken - overwhelming, paper-heavy, and often ignored until it’s too late. Yet it touches every family and every financial journey. With AI, automation, and new regulation, there’s a once-in-a-generation opportunity to reshape this space. As CEO, you’ll join at a defining moment: an alpha is built, the first market segment is targeted, and early backers are aligned. You’ll lead Inheritly into commercial launch, scale product-market fit, and build an iconic brand that changes how families prepare for the future.

The Role

We’re seeking a mission-driven, commercially astute CEO to lead Inheritly into its next chapter. You’ll take ownership of company vision, execution, and fundraising as we launch, scale, and expand internationally. This is a hands-on founder role, ideal for someone who combines founder/investor depth with a disruptive mindset and real GTM experience.

Mission & Culture Fit

You’re driven to delight customers by reimagining how legacy planning should work - not just improving a broken system but fundamentally disrupting it. You balance bold vision with sharp execution, bringing urgency, empathy, and clarity to a space filled with emotional and logistical friction. You think in terms of systems, scale, and trust - and you’re motivated to build something transformative and lasting that customers genuinely love.

The skills and experience you will need

• Founder or operator-executive experience in a B2B SaaS, fintech, or wealthtech business.
• Deep sales acumen, with a proven track record of leading GTM from zero: building commercial models, closing design partners, driving adoption, and generating early revenue.
• Strong strategic thinker – you see industry systems fast, understand pain points deeply, and know how to position for traction.
• Disruptive mindset – You have a passion for delivering more value at lower cost for the end customer and want to deliver a step change in customer experience
• Demonstrated VC literacy – you understand fundraising dynamics, investor expectations, and board management.
• Entrepreneurial pragmatism: you know when to run lean, when to build, and when to pivot.
• Nice to have: Experience with regulated markets such as financial advice, insurance, or legal tech.

Key Responsibilities

• Lead the company’s strategic vision, execution, and commercial delivery.
• Lead the transition of Inheritly from being ARK led, to an independent venture with a distinct culture
• Own the MVP launch roadmap: recruit IFAs, close initial revenues, and refine product-market fit.
• Build a repeatable GTM engine in the UK IFA channel, and prioritise other segments and GTMs for scaling.
• Build and lead a cross-functional team, including sales, operations, and marketing.
• Be the external face of Inheritly - to partners and investors. Spearhead fundraising (Seed, Series A), in close collaboration with ARK Venture Studio.
• Translate the long-term vision into near-term deliverables with urgency and focus. Manage the cash runway prudently.

What Success Looks Like (First 12 Months)

• Establish and articulate a bold, credible strategic vision for Inheritly that achieves early validation from investors and partners
• Start to build VC relationships now, as a prelude to a successful seed fundraise at end 2025. Secure funding for 12 months.
• Achieve £500k to £1m revenue run-rate within 12 months, driven by an IFA-led GTM strategy
• Build a larger sales pipe to convert over the next 18-24 months including expanding to a broader range of partner types (e.g. mortgage brokers, banks)
• Validate the Inheritly unit-economics and demonstrate the ability of Inheritly to deliver recurring revenues
• A short note (or Loom) explaining why this role and mission resonate