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A leading company is seeking a CEO for Waypoint, an AI-powered tax platform aimed at wealth management. The ideal candidate should have deep experience in wealth advisory for high-net-worth individuals and a proven track record in building teams and client relationships. You will play a vital role in shaping the company's future by developing innovative strategies and leading customer onboarding.
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.
About the Venture
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.
About the Role
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.
Our offer
What we’re looking for :
Responsibilities :
Requirements
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