Fundz
New|Fundz now works inside Claude2 min

AI made execution free. Knowing first is the whole game now.

The advantage goes to whoever is first into the right conversations, most often. Fundz stacks those odds: more of the moments that create demand than anyone else catches, as they happen, matched to who you sell to, with the decision maker to call. Now it answers in Claude too: ask for today’s leads and who to reach, then write the note in the same window. Not a feed. Not a list you rent. A system for being first.

Trusted by

OracleSnowflakeCloudflareLinkedInGoogleSalesforce
4.8/5 on G2· Since 2015

Freestone Capital Management Appoints Carolyn Barnette as Managing Director

PRIVATESep 24, 2026

Position

Director

Company

Freestone Capital Management

Carolyn Barnette
SeattleInformation TechnologyFinancial ServicesFinanceVenture CapitalAngel InvestmentConsulting

Description

Freestone Capital Management has announced that Carolyn Barnette has joined the firm as a Managing Director on its investment team. She will provide market and portfolio insights while supporting client advisors with clear communication and thoughtful resources.

Company Information

Company

Freestone Capital Management

Location

Seattle, Washington, United States

About

Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that brings together superior client service and a comprehensive investment approach. Clients entrust Freestone to help them pursue their long-term financial goals. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. Learn more about Freestone Capital Management at freestonecapital.com.

Fundz sees it the moment Freestone Capital Management changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Lizzie
Likely contact at this company
••••••••@••••••••

See Lizzie's verified email →

Predictive Intelligence
Strategic

ML-powered predictions for Freestone Capital Management's next move

Learn about Strategic plan

Freestone Capital Management changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.

5 screens from a live account. No signup.

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 285,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.