San Francisco, CA
Email: marcello[at]verostrust[dot]com
Veros is building Vera, a personal financial agent for your family. Vera connects to everything that makes up your financial life: accounts, assets, trusts, estates, documents, financial goals. It holds it all as one living balance sheet. Vera is trained on real fiduciary work: wealth advisory, trust administration, estate planning, tax efficiency, personal budgeting. It is evaluated to the same standard as a human advisor. It will operate inside a chartered trust company and licensed RIA firm, which means it does not stop at advice. It can act: advise, invest, retitle, distribute, file, execute.
In America and globally today, real, high-quality financial advice is only accessible to high-net-worth families. We think every family should get a private bank. We are starting with trusts.
We are hiring founding AI engineers in San Francisco and the Bay Area. The problems are real: agents that will empower all to protect their estate, grow their wealth, and achieve their financial goals. Our agents will have profound financial advisory impact that compounds over decades for millions of families in America and globally. We are looking for the best talent to realize this vision.