
Gen-AI sales co-analyst for wealth advisors.
What they do: Generative-AI document parsing agents and an API for wealth advisors and financial services
Location: Los Altos, California
Size: ~20 employees
Funding: Seed; total $5.5M (most recent: Jul 23, 2024)
Security: SOC 2 Type I & Type II controls; encryption in transit and at rest
Wealth management data ingestion, document processing, and portfolio analytics automation.
2023
Fintech / WealthTech
Most recent disclosed raise on Jul 23, 2024; Crunchbase lists multiple rounds and 13 investors.
“Includes investors such as Eight Capital and BluePointe Ventures (Crunchbase lists 13 investors).”
The Opportunity \ You’ll play a pivotal role in developing and maintaining our core software platform working directly with our customers who are large investment advisors managing billions of dollars. You’ll work on AI, front-end and back-end components, contributing to the full development lifecycle and driving key initiatives. Who You Are You are a former technical co-founder who understands how to deliver positive day-to-day results while helping drive a better product market fit. You understand the time-commitment (days/nights/weekends) it takes to overdeliver with limited resources. You understand how to prioritize in a situation where its impossible to finish every task. You can keep a calm demeanor under pressure. You can communicate with customers with grace and clarity. Core Responsibilities * Work hand-in-hand with CEO/Sales to win new clients and retain/expand existing clients. * Build features that help move the deals forward and outpace competitors. * Contribute to building and scaling our core APIs and customer facing products. * Troubleshoot and debug software defects and performance issues. * Stay up-to-date with emerging technologies, including AI and machine learning, and apply them to enhance our product. Bonus Points If You * Have experience with AI technologies, especially in financial services or wealth management. * Keep up with the latest trends in software development and are eager to apply new knowledge. This Role Is Perfect For You If * You are former founder who wants to drive growth by join a startup with existing product market fit. * You thrive in a fast-paced, constantly evolving startup environment. * You’re motivated by solving complex problems and delivering high-impact results. * Why Join Us?**\ We’re a rapidly growing company with a strong vision, backed by top-tier investors, and a team that’s passionate about what we do. This is your chance to join early, make a big impact, and grow with us.
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