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Co-founder & ceo - digital estate planning wealthtech

Bath
JR United Kingdom
Planner
€200,000 a year
Posted: 18 June
Offer description

Social network you want to login/join with: col-narrow-left Client:

ARK Venture Studio Location:

bath, United Kingdom Job Category:

Other - EU work permit required:

Yes col-narrow-right Job Views:

3 Posted:

16.06.2025 Expiry Date:

31.07.2025 col-wide Job Description:

Location : London or hybrid within the UK Stage : Pre-seed | Alpha MVP live | VC-backed Compensation : Equity + competitive founder-level package About Inheritly Inheritly is on a mission to make estate and legacy planning radically simpler, smarter, and more human. We’re building

the global platform for digital legacy planning

- one that integrates seamlessly into financial advice journeys, helps families plan with clarity, and unlocks lifetime value for advisers. We’re starting with a sharp wedge into the UK IFA market - empowering advisers with a compliance-friendly, client-centric planning tool that improves engagement and drives product conversion. Our Alpha MVP is live, and we've secured strong design partner interest. Backed by ARK Venture Studio and Eagle Venture Fund, we’re now looking for a CEO to take the reins and scale Inheritly into a category-defining company. Why this role and why now? Legacy planning is broken - overwhelming, paper-heavy, and often ignored until it’s too late. Yet it touches every family and every financial journey. With AI, automation, and new regulation, there’s a once-in-a-generation opportunity to reshape this space. As CEO, you’ll join at a defining moment: an alpha is built, the first market segment is targeted, and early backers are aligned. You’ll lead Inheritly into commercial launch, scale product-market fit, and build an iconic brand that changes how families prepare for the future. The Role We’re seeking a mission-driven, commercially astute

CEO

to lead Inheritly into its next chapter. You’ll take ownership of company vision, execution, and fundraising as we launch, scale, and expand internationally. This is a hands-on founder role, ideal for someone who combines

founder/investor depth

with a

disruptive mindset and real GTM experience. Mission & Culture Fit You’re driven to delight customers by reimagining how legacy planning should work - not just improving a broken system but fundamentally disrupting it. You balance bold vision with sharp execution, bringing urgency, empathy, and clarity to a space filled with emotional and logistical friction. You think in terms of systems, scale, and trust - and you’re motivated to build something transformative and lasting that customers genuinely love. The skills and experience you will need Founder or operator-executive experience

in a B2B SaaS, fintech, or wealthtech business. Deep

sales acumen, with a proven track record of leading GTM from zero: building commercial models, closing design partners, driving adoption, and generating early revenue. Strong

strategic thinker

– you see industry systems fast, understand pain points deeply, and know how to position for traction. Disruptive mindset

– You have a passion for delivering more value at lower cost for the end customer and want to deliver a step change in customer experience Demonstrated

VC literacy

– you understand fundraising dynamics, investor expectations, and board management. Entrepreneurial pragmatism: you know when to

run lean, when to build, and when to pivot. Nice to have: Experience with

regulated markets

such as financial advice, insurance, or legal tech. Key Responsibilities Lead the company’s

strategic vision, execution, and commercial delivery. Lead the transition of Inheritly from being ARK led, to an

independent venture

with a distinct culture Own the

MVP launch roadmap : recruit IFAs, close initial revenues, and refine product-market fit. Build a

repeatable GTM engine

in the UK IFA channel, and prioritise other segments and GTMs for scaling. Build and lead a

cross-functional team, including sales, operations, and marketing. Be the

external face of Inheritly

- to partners and investors. Spearhead

fundraising

(Seed, Series A), in close collaboration with ARK Venture Studio. Translate the long-term vision into

near-term deliverables

with urgency and focus. Manage the cash runway prudently. What Success Looks Like (First 12 Months) Establish and articulate a bold, credible strategic vision for Inheritly that achieves early validation from investors and partners Start to build VC relationships now, as a prelude to a successful seed fundraise at end 2025. Secure funding for 12 months. Achieve £500k to £1m revenue run-rate within 12 months, driven by an IFA-led GTM strategy Build a larger sales pipe to convert over the next 18-24 months including expanding to a broader range of partner types (e.g. mortgage brokers, banks) Validate the Inheritly unit-economics and demonstrate the ability of Inheritly to deliver recurring revenues A short note (or Loom) explaining why this role and mission resonate

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