"Helping WealthTech companies hire the right leaders by finding people who truly understand advisors and how they buy."

WealthTech Search is a focused executive search firm dedicated exclusively to the WealthTech ecosystem. We help WealthTech companies hire senior sales and product leaders who understand how advisors actually think, buy, and operate.Our perspective is grounded in firsthand experience across RIAs, custodians, and financial services institutions, which has shown us why traditional hiring approaches often fall short in this category. Advisors buy on trust, risk management, and long-term relationships, not urgency or feature-driven sales. When that context is ignored, even strong resumes can lead to costly mis-hires.What We Specialize InWe intentionally maintain a narrow mandate, focusing on roles where advisor context matters most and hiring mistakes carry real consequences.We specialize in placing:                      VP / Head of Sales
                      Enterprise Account Executives selling to RIAs and wealth platforms
                      Sales Engineers / Solutions Consultants
                      VP / Head of Customer Success
                      Product leaders with advisor or wealth-platform experienceThese roles sit at the intersection of revenue, trust, and execution.Our ApproachWe are not a volume recruiting firm. Our work centers on identifying operators with genuine advisor empathy and a long-term, relationship-driven mindset.We focus on:                      How candidates understand advisor psychology and trust
                      Comfort with long, complex sales cycles
                      Fluency in compliance, custodians, and implementation realities
                      A balanced approach to growth that protects credibilityThis often means disqualifying impressive-looking candidates who lack the context to succeed in WealthTech.Who We Work WithWe partner primarily with:                      Founder-led WealthTech companies
                      Private-equity-backed platforms
                      Wealth platforms and RIA aggregators building internal technology teamsIf advisors are your buyer, this is our lane.The OutcomeOur goal is simple: help you build leadership teams that scale revenue responsibly, preserve trust with advisors, and support durable, long-term growth.

"Clarity in hiring candidates through a real WealthTech lens."

Hiring senior leaders in WealthTech requires more than speed or volume. It requires judgment, context, and a disciplined process that reduces mis-hire risk and protects trust with advisors.At WealthTech Search, we partner closely with founders and leadership teams to run focused, high-conviction searches built around the realities of selling and building technology for advisors.Our Process1. Role & Risk Alignment                      Every engagement begins with clarity.
                      Before initiating a search, we work with you to define:
                      The true mandate of the role
                      What success looks like over the first 12–24 months
                      Where similar hires most often fail in WealthTech environmentsThis ensures the role is designed for advisor-centric growth—not generic SaaS expectations.2. Targeted Search & OutreachWe do not rely on inbound resumes or broad keyword searches.
Our sourcing focuses on operators with direct experience across:                      RIAs and wealth platforms
                      Custodians and financial services institutions
                      WealthTech companies serving advisor clientsMany of the strongest candidates are not actively looking. We engage them discreetly and thoughtfully.3. Advisor-Context EvaluationCandidates are evaluated through a lens that prioritizes real-world WealthTech experience.We assess:                      Understanding of advisor psychology and trust
                      Comfort with long, complex sales cycles
                      Fluency in compliance and implementation realities
                      Alignment with a relationship-driven approach to growthThis step is designed to surface risks that often go undetected in founder-led interviews.4. Decision Support & Final SelectionRather than presenting volume, we deliver a small, high-confidence slate of candidates.We support final decisions by:                      Providing structured comparisons and feedback
                      Highlighting trade-offs and potential failure modes
                      Sharing perspective informed by patterns seen across similar hiresOur role is to help you make a confident, durable decision—not simply to fill a seat.Fees, Timeline & GuaranteeWe primarily work on a retained search basis for senior leadership roles. This allows us to operate as a true partner, maintain focus, and prioritize long-term outcomes over speed.Typical feesTypically start engagements with a $15,000 retainer, which is fully credited toward the placement fee. It allows us to prioritize the search, invest properly upfront, and ensure we’re aligned from day one.                      20–25% placement fee, depending on role scope and complexity
                      Milestone-based billing, not front-loaded
                      No fees tied to equity or long-term incentivesTypical TimelineWhile every search is different, most engagements follow a consistent cadence:                      Weeks 1–2: Role alignment, success criteria, and risk assessment
                      Weeks 3–6: Targeted sourcing, outreach, and evaluation
                      Weeks 7–9: Final candidate slate, interviews, and decision supportMost searches conclude within 8–10 weeks from kickoff to accepted offer, depending on candidate availability and internal decision-making.GuaranteeWe stand behind our work.If a placed candidate exits or is terminated for performance-related reasons within the first 12 months, we will conduct a replacement search at no additional placement fee.This guarantee reflects our confidence in our process and ensures our incentives remain aligned with long-term success.The ResultA disciplined hiring process.
Lower mis-hire risk.
Leadership teams built to scale responsibly while preserving credibility with advisors.

Let's have a conversation.

• [email protected]

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407-968-2966

Based in Orlando, FL / serving the WealthTech community nationwide.