A funded AI productivity x compliance startup for financial advisors is looking for all-star full-stack engineering and AI expertise. The founders have background across big tech, exited companies, and scaling products from 0 to millions in ARR. They're building a platform to revolutionize client relationship management, starting with financial advisors.
The company has a pipeline of >40 customers, and a list of industry investors/advisors involved, including:
- Executive Managing Director of Wealth Management at Morgan Stanley
- Former Head of Enterprise Technology at Goldman Sachs and McKinsey
- Family office managing a $1B RIA roll-up strategy (RIAs are our target customer)
- Customer/investor RIA
- CCO at Vanguard (in discussion)
- a16z scout
- Greylock scout
- Long-tail of other angels/founders
The team is open to interns, part-time, and full-time talent.
If you are interested, please send an email to
john@omniclient.io