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

Newport Private Wealth Appoints Kevin Dean as Chief Executive Officer

PRIVATESep 23, 2026about 3 hours ago

Position

President

Company

Newport Private Wealth

Jordan Schwann
CanadaOtherFinancial ServicesSports

Description

Newport Private Wealth announces a planned leadership transition as part of its 25th anniversary celebrations. Kevin Dean has been appointed as Chief Executive Officer, while other changes have been made to their leadership team.

Company Information

Company

Newport Private Wealth

Location

Canada

About

Founded in 2001, Newport Private Wealth is one of Canada's largest private wealth management firms, with more than $4.3B of assets under management. Headquartered in Toronto, with locations in Waterloo, Kingston, Calgary and Kelowna, the firm has approximately 70 employees. Newport offers comprehensive wealth management services to its clients, including investment management, estate, retirement and tax planning, insurance solutions, and philanthropic advisory services for high-net-worth individuals. SOURCE NFP Corp.

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

Predictive Intelligence
Strategic

ML-powered predictions for Newport Private Wealth'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

Newport Private Wealth 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.