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An innovative venture seeks a dynamic CEO to lead an AI-powered tax platform aimed at transforming wealth advisory. The role involves owning the vision, driving product-market fit, and shaping the company's strategy. You'll collaborate with a talented team and leverage your deep experience in wealth management to build relationships with private banks and advisors. This is a unique opportunity to co-found a company with significant backing and support, where your ambition and vision can redefine the landscape of wealth advisory services. If you are passionate about technology and have the skills to lead, this role is for you.
Location: Milan or Remote
Equity: Significant founding stake
Start date: ASAP
Founders Factory builds and funds startups together with exceptional entrepreneurs and the world’s leading companies. Created by IPO-exited founders, we offer founders capital, operational support from a team of hands-on experts, and unrivalled access to a coalition of industry-leading corporate partners. Since 2015, our 300+ portfolio companies have raised $900mm follow-on funding from a roster of notable investors.
Our Studio partners with entrepreneurs at day one, developing new ideas, technologies and business models into high growth companies. We’re now exploring concepts at the intersection of wealth management and technology.
Waypoint is an AI-powered tax platform helping wealth professionals deliver smarter, faster, and more compliant advice to high-net-worth individuals (HNWIs). By automating research, modeling, and reporting, we replace fragmented workflows with a conversational AI co-pilot that enables clarity, compliance, and scale. We’re now assembling a founding team to build the future of AI-native wealth advisory.
As CEO, you’ll own vision, traction, and execution. You'll be the voice of the customer, the driver of product-market fit, and the architect of our go-to-market strategy.
You’ll lead conversations with private banks, advisors, and early clients, while shaping the broader strategy and culture of the company.