What we are building
Wealthnow is a vertical AI agent for retail markets. We connect to 12,000+ brokerages, banks and financial institutions, read every position in real time, and talk to users in chat, all on one engine.
The product is honest. Wealthnow never holds funds. Trades route through the user's existing broker, at supported brokers. Risk gates run before every order. The system either does the right thing or refuses; there is no middle.
ChatGPT and Claude are generalists. Bloomberg costs twenty-four thousand a year. Plaid does not trade. Wealthnow sits between all of these and serves the person who actually owns the money.
14
Open roles
4
Teams
11
Founding seats
Why now.
Connectivity
Reached the bar five years ago
Model layer
Reached a usable bar twelve months ago
The intersection is a product that can hold a real conversation about a real portfolio and act on it inside the user's broker.
Now
Trading stack and AI stack in production
We are building from the ground up with that intersection as the starting point, not a retrofit.
Next
Scale every part of it
The work now is to keep the bar where it is while we scale every part of it.
How we work. What we look for.
Ship daily
Production deploys multiple times a day. Small commits, fast review, no committees. The wall between writing code and watching real users hit it should be measured in minutes, not weeks.
Async by default
Most of the team is remote. We default to long-form writing over meetings. When we pair, it is because pairing is the right tool, not because someone scheduled a sync.
Care about details
Typography matters. So does the wording of an error message. So does the latency of a chart. We are not above any layer of the stack and we do not ship things we would not show a friend.
Builders who own outcomes
People who care about the user's actual experience, not the size of the team or the title on the org chart. Generalists who can move across stack, design, and product when the problem requires it.
We hire for taste
Sample the work you are proud of and we will read it. Send a code repo, a piece of writing, a designed surface, a paper you published, a product you shipped. The medium does not matter. The clarity of thought does.
You do not need a finance background
Several of us did not have one when we joined. You do need the patience to read a 10-K, the curiosity to understand why the market moved the way it did, and the discipline to ship something useful inside a month.
Small team. Real product.
If you want to work on something that matters with people who care about getting it right, we would love to hear from you.
Compensation
- Cash
- Top of band for your level. We benchmark against the 75th percentile for comparable seed and Series-A roles in your geography. We do not negotiate down.
- Equity
- Founding hires receive significant early-stage equity with a four-year vest and a one-year cliff. Exact range scales with role scope and stage of join, and we share specifics in the first conversation.
- Health
- Premium medical, dental, and vision. Fully covered for you, generously for your family.
- Time off
- Unlimited PTO with a four-week floor. We notice if you skip it.
- Workspace
- Stipend for a real chair, a real monitor, and a real desk. Co-working day-pass budget for the days you want a room with other humans.
- Learning
- Annual budget for books, courses, and conferences. Use it.
- Travel
- Quarterly team off-sites in person. Travel covered.
How we hire.
The process is short, transparent, and respects your time. Four steps, usually under three weeks end to end.
01
Send your work
Email hello@wealthnow.io, or apply here, with a sample of work you are proud of and one paragraph on what you would change about Wealthnow in your first month. We read everything.
02
Intro conversation
Thirty minutes with a founder or hiring manager. Why you, why us, why now. We will be direct about whether the role is a fit.
03
Practical work session
A scoped, time-boxed exercise in your medium: a code session, a design crit, a writing brief, a financial model. We pay for anything over two hours.
04
Founders and offer
Two more conversations across the team, a reference call, and an offer. We close in days, not weeks. You meet the people you would actually work with.
Open roles.
We hire slowly. Founding roles are the first hires on a team and carry the most equity and the most scope. If you do not see a perfect fit but you are exceptional, write to us anyway.
Tell us what you would build.
Send your work, your taste, and one paragraph on what you would change about Wealthnow in your first month. We reply within five business days.