A filing, a funding round, the sale of a business: the same headline reaches every advisor at once. Fundz brings more than a dozen live signal types together on each company, ranks every company against the clients you want, and shows the owners and executives with money in motion and who you already know there. The advisor who shows up with something useful isn't selling. That's trusted advisor status.
A client's portfolio company just announced a CEO departure buried in an 8-K filing. Their PE-backed holding quietly took on $200M in new debt. A key position saw a 40% institutional sell-off last quarter. Your client expects you to already know.
Wealth advisors who surface risks early and bring proactive intelligence to every conversation retain and grow their book. Those who wait for quarterly reports, or rely on the same alerts every other advisor gets, lose clients to the advisor who brought them something useful.
You find out about a client's company filing for debt restructuring from a generic alert 3 days late. The client already saw it on Twitter. They call you frustrated. You're playing defense.
“My advisor didn't even know about it until I brought it up.”
Fundz AI tags the 8-K filing, sets it beside everything else happening at that company, checks it against your watchlist, and flags it to you. You call the client first with a plan.
“My advisor called me before I even saw the news. That's why I stay.”
This doesn't replace the tools you already use. It is worth it alongside them: the 8-K filing set beside the executive move and the culture score decline at the same company, the pattern your client needs to know about.
Add your client's portfolio companies to your watchlist. That takes 2 minutes. Everything else is automatic: alerts, briefings, and risk flags delivered to you daily.
When a high-net-worth individual's company raises funding, goes through M&A, or files an 8-K with material changes, money is in motion. Engage reads your own LinkedIn network against those events every morning and delivers the warm path, with a drafted note in your voice, directly to Slack.
Funding rounds, M&A announcements, executive moves, SEC filings: Fundz brings them together on each company and person, so you see whose wealth is changing, not just another headline.
Engage matches signals against your LinkedIn network. When someone you know is connected to a triggering event, you get a warm path to outreach, not a cold call.
Personalized DM sequences drafted by AI and delivered to Slack for your review. One click to send. No more staring at a blank message wondering what to say.
A CEO in your LinkedIn network just raised a $50M Series C. Their personal net worth jumped significantly. Engage surfaces it, drafts a note that opens with something useful from their own market rather than congratulations, and suggests a portfolio review conversation, all delivered to your Slack before lunch.
Stop reacting to client questions. Start anticipating them with institutional-grade research and proactive portfolio intelligence.
Same institutional holdings data, with each company's filings, people and signals brought together and ranked for you.
Market terminal
$20,000-50,000
/year
Fundz Strategic
$1,188
/year
One alert is a coincidence. A filing, an executive change and a funding round at the same company is a conversation worth starting. These tools put them together.
From independent advisors to multi-advisor RIA firms.
13F holdings, SEC alerts, and portfolio monitoring
Full institutional intelligence with predictive analytics
They care that you saw the risk before they did, and that you brought them something useful. Fundz brings more than a dozen live signal types together on each portfolio company, including employee sentiment that predicts leadership changes months early, and weaves your own network through them. No AI agent you build yourself does that.
10 years of structured event data. 15+ direct sources. 281,000+ organizations (233,000 operating companies, 48,000 investment funds), ~78,000 with live signal activity tracked as it happens. This is the intelligence layer that separates proactive advisors from reactive ones.
“You guys provide terrific insights to help analyze market trends.”
Mark Mains
Elevation Capital
Intelligence that protects your existing clients. Engage that helps you win new ones. Join the wealth advisors, RIAs, and family office professionals who never get caught off guard.