Fundz

Fundz Deep Dive

Everything you need to win Helen Simmons — in one platform.

Who to reach, what to say, and why now on Helen Simmons — 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 Helen Simmons — 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.

Roundstone Appoints Helen Simmons As Chief Information Officer and Amy Schroyer As Chief Marketing Officer

PRIVATEJun 06, 2024about 2 years ago

Position

Chief Information Officer

Company

Roundstone Insurance

Helen Simmons
LakewoodHealth CareEmployee Benefits

Description

Roundstone proudly announces the appointments of Helen Simmons as Chief Information Officer (CIO) and Amy Schroyer as Chief Marketing Officer (CMO). Their hiring reflects Roundstone's focus on growth, strategic team building, and the integration of unparalleled expertise in their respective disciplines.

Company Information

Company

Roundstone Insurance

Location

Lakewood, Ohio, United States

About

Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding their health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. Unlike other captives that outsource their underwriting to behemoth insurance companies, Roundstone has underwriters in-house that specialize in pricing stop loss coverage for businesses sharing risk in a group captive. In an industry shrouded in misaligned incentives, we believe in always aligning with the employers’ best interests and remain committed to our mission – quality, affordable healthcare and a better life for all.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Roundstone Insurance'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.