Principal Wealth Strategist - Planning, Tax & Legal
Monstro
About this role
Monstro is developing an AI-powered financial platform that prioritizes safety, explainability, and institutional-grade rigor in wealth management. The company aims to improve financial outcomes and expand access to sophisticated guidance across legal, tax, and planning domains.
Skills
Qualifications
About Monstro
monstro.comIndustries
Technology
Monstro is an AI-driven productivity platform that acts as a personal co‑pilot to help users manage tasks, workflows, and decisions across the apps they already use. It pairs a conversational interface with prebuilt integrations and automation templates so individuals and teams can automate repetitive work, surface insights, and move faster. Positioned as “Your Co‑Pilot Today. Your Autopilot Tomorrow,” the product emphasizes safe, human‑centered automation that progressively takes on more autonomous tasks while keeping oversight. Monstro targets knowledge workers and small-to-medium teams seeking to boost efficiency via low‑code automations and centralized AI assistance.
Recent company news
The Hollywood ReporterHarland Williams, Spencer Grammer, Harry Lennix Lead Voice Cast for Animated Sci-Fi Movie ‘Isla Monstro’ (Exclusive)
Jul 24, 2024
The American Society of CinematographersRed Digital Cinema DSMC2 Cameras and Upgrades
May 22, 2018
TechCrunchRev3 Founder David Prager forms new fund, Monstro Ventures, to back early-stage tech startups
Apr 6, 2016
ProVideo CoalitionRED’s new 8K MONSTRO sensor by Jose Antunes - ProVideo Coalition
Oct 6, 2017
No Film SchoolMonstrochrome, the Monochrome Monstro We've Been Waiting For, Has Been Announced
Sep 27, 2018
About Monstro
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Monstro.
Salary
$252k – $281k
per year