Chief Executive Officer at Inheritly (UK-Based)
Inheritly.ai · England, United Kingdom
Apply & track with Apply EdgeBuild the category-defining platform for digital legacy planningLocation: London / Hybrid UKStage: Pre-seed | Live product | Paying customers | VC-backedSector: Digital Legacy | Estate Planning | WealthTech | AIPackage: Meaningful equity + competitive founder-level packageAbout InheritlyInheritly 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 tool that surfaces legacy planning gaps, enables deeper conversations with clients, and closes critical legal document gaps through our partner legal services.We’re already working with a growing group of IFA firms as design partners and paying customers, using real-world customer insight to shape the product and build a repeatable route to market.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: the product is live, customers are paying, the initial market wedge is established and early backers are aligned. Your job is to turn that head start into product-market fit, a repeatable GTM engine and, ultimately, a category-defining company.The roleWe’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 FitYou’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 needFounder or operator-executive experience in a B2B SaaS, fintech, or wealthtech business.Pre-product market fit experience is essential. You should have a track record of turning early customer insight into product iteration, traction and a clearer path to product-market fit.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 experienceDemonstrated 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 ResponsibilitiesLead 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 cultureBuild 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 partnersStart to build VC relationships now, as a prelude to a successful seed fundraise in 2027. Secure funding for 12 months.Achieve £400k+ revenue run-rate within 6-8 months, driven by an IFA-led GTM strategyBuild a larger sales pipe to convert over the next 18-24 months including expanding to a broader range of partner types (e.g. insurers, banks)Validate the Inheritly unit-economics and demonstrate the ability of Inheritly to deliver recurring revenues