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3(38) Investment Fiduciaries Appoints Adrian Ramirez As Director of Investments

PRIVATEJun 01, 2024•about 2 years ago

Position

Director

Company

3(38) Investment Fiduciaries

Adrian Ramirez

Description

3(38) Investment Fiduciaries has hired Adrian Ramirez as director of investments. Ramirez joins from Endeavor Retirement, bringing experience in plan lineup design, fee analysis, and vendor searches.

Company Information

Company

3(38) Investment Fiduciaries

About

3(38) Investment Fiduciaries is a firm specializing in 401(k) back-office work for advisers.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.