---
title: 'Chief of Staff at Finvest'
canonical: 'https://feeny.ai/job/chief-of-staff-finvest-san-francisco-p4nqrzxsy5cd'
type: 'job'
last_seen: '2026-09-09'
---

# Chief of Staff at Finvest

- **Company:** Finvest
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Posted:** 2025-03-17
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.ashbyhq.com/finvest/22ca9fb0-c936-4546-a9dd-119e0e9d2731

## Job description

We are looking for a Chief of Staff to join our team in San Francisco. In this role, you will work directly with the CEO on initiatives across product, marketing, and operations.

This is a part-time role, with the potential to transition into a full-time role based on mutual fit and business needs.

## What you will do

There is not a defined set of responsibilities for this role. We’re looking for someone who is willing to wear multiple hats and help out wherever needed to move things forward. Some of your responsibilities might include:

- Help build out marketing artifacts and drive growth campaigns
- Manage compliance requirements for being an RIA
- Setup interviews with users and run day-to-day customer support
- Conduct functional testing of new features and updates before rollouts
- Analyze data to provide insights for improving the product and customer experience

## What you are good at

- You take ownership and can get things done with limited guidance
- You are resourceful, scrappy, and are not afraid to pick up new skills
- You can interact effectively with team members, customers, and various stakeholders

## About Finvest

## Company Overview
- **One-liner**: Finvest is an AI-powered wealth management platform that democratizes access to fixed income and institutional-grade investment tools for retail investors.
- **Entity Type**: Private (YC-backed startup)
- **Headquarters**: San Francisco, California, USA
- **Founded**: 2023
- **Founders**: Shivam Bharuka (other founders not publicly disclosed)

## Core Business
- Primary industry: Fintech / Wealth Management / AI.
- Target customers: B2C retail investors – from beginners to experienced individuals seeking a stress-free way to grow wealth.
- Mission statement: "Put the power to grow wealth in everyone’s hands" [getfinvest.com](https://www.getfinvest.com/about).

## Products & Services
- **[Finvest App / Platform]**: A mobile and web application that allows users to buy and sell US Treasury Bills in minutes, track their complete financial life, and receive AI-powered insights. Integrates spending, saving, and investing into one unified dashboard.
- **[Finn AI – The AI Wealth Manager]**: An AI agent that monitors a user’s finances, automates money moves (e.g., rebalancing, tax optimization), provides personalized answers, and surfaces opportunities or risks. Described as "the world’s first AI wealth manager" [getfinvest.com](https://www.getfinvest.com/).
- **Personalized News Feed**: Curated financial news and analysis contextualized to the user’s portfolio to help make timely decisions.

Note: All offerings are currently Software-as-a-Service (SaaS) with a mobile app available on iOS and Android.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Small early-stage team – reported as 5 employees on Y Combinator’s page [ycombinator.com](https://www.ycombinator.com/companies/finvest) and 18 employees on Built In [builtin.com](https://builtin.com/company/finvest). Total funding amount not publicly available.
- **Notable Investors/Partners**: Y Combinator (Winter 2023 batch). The website also states "backed by the world’s best investors and investment experts" but specific names are not listed.
- **Growth Signals**: Launched publicly in early 2024 (covered by TechCrunch for Treasury Bills feature); actively hiring across engineering, marketing, and chief of staff roles; expanding from fixed income into additional asset classes.

## Competitive Advantages
- **First-mover in AI wealth management**: Combines automated portfolio management with conversational AI, offering both control and guidance – unlike pure robo-advisors (which remove user control) or trading apps (which lack guidance).
- **Focus on fixed income**: Capitalizes on the high-interest-rate environment by making Treasury Bills easy to buy/sell, a segment traditionally underserved by consumer fintech apps.
- **Unified financial picture**: Tracks spending, savings, and investments in one place with AI-driven recommendations, mimicking services previously only available to ultra-high-net-worth clients.

## Strategic Focus
- **Expanding asset classes**: Beyond Treasury Bills, the roadmap includes adding other asset classes (e.g., equities, bonds) to build a full wealth management platform.
- **Deepening AI capabilities**: Further developing Finn’s ability to automate complex financial decisions (tax optimization, life event planning) and provide personalized insights.
- **Scaling the user base**: Growing from waitlist to mass adoption, with emphasis on simplicity and accessibility for retail investors.

## Why Work Here
- **Culture**: Described as a high-hunger, high-ownership environment where "A+ people attract A+ people" and teams "ship high-quality products fast." Values include letting the best ideas win, working very hard, and striving for excellence [ashbyhq.com](https://jobs.ashbyhq.com/finvest).
- **Work Policy**: In-office in San Francisco (SoMa area) for most roles. Some positions may offer remote options for candidates in India [builtin.com](https://builtin.com/company/finvest).
- **Team size**: Very small (5-18 people), offering outsized impact and direct contribution to product direction.
- **Engineering focus**: Hiring Senior Backend Engineers and Senior LLM Engineers – strong emphasis on AI and software craftsmanship.
- **Perks**: Not explicitly listed, but typical for YC startups include equity, health benefits, and the chance to shape early-stage product and culture.

## Sources
1. [getfinvest.com/about](https://www.getfinvest.com/about)
2. [getfinvest.com](https://www.getfinvest.com/)
3. [ycombinator.com/companies/finvest](https://www.ycombinator.com/companies/finvest)
4. [builtin.com/company/finvest](https://builtin.com/company/finvest)
5. [jobs.ashbyhq.com/finvest](https://jobs.ashbyhq.com/finvest)

## Other roles at Finvest

- [Senior Backend Engineer](https://feeny.ai/job/senior-backend-engineer-finvest-san-francisco-f47fe6m6rjwx) — San Francisco, CA
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