Fundz

Fundz Deep Dive

Everything you need to win Andrew Page — in one platform.

Who to reach, what to say, and why now on Andrew Page — plus every funding round, exec hire, and M&A move that follows, each with the verified contact and the outreach written for you.

Get the full Deep Dive on Andrew Page — free.

One free Deep Dive, emailed to you. No spam; unsubscribe anytime.

Ready now? Choose your plan · Request a demo · Sign in

Engage writes the reply
Grounded in signals no one else has — tuned to their persona.
Signals no one else has
UCC liens, benefit plans, 13F holdings, permits, exec moves — fused.
Verified contact + click-to-call
The decision-maker’s email and mobile — dial in-browser.

Homrich Berg Welcomes Andrew Page As Head of Corporate Development

PRIVATEApr 22, 2024•about 2 years ago

Position

Head Of Mergers And Acquisitions

Company

Homrich Berg

Andrew Page
AtlantaOtherFinancial ServicesSoftware

Description

Homrich Berg welcomes Andrew Page as Head of Corporate Development, a new position created to add a leader with Page’s dealmaking experience, signaling the firm’s continuing focus on growth by acquisition. Page’s expertise in deal execution, business development, and strategic advisement in the wealth management industry will be utilized to foster relationships with RIA firms and advisor teams aligning with the firm’s values.

Company Information

Company

Homrich Berg

Location

Atlanta, Georgia, United States

About

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Homrich Berg's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

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.