Fundz

Fundz Deep Dive

Everything you need to win Tom Williams — in one platform.

Who to reach, what to say, and why now on Tom Williams — 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 Tom Williams — 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.

Willow Wealth Appoints Tom Williams As Chief Investment Officer

PRIVATEJun 02, 202614 days ago

Position

Chief Investment Officer

Company

Willow Wealth

Tom Williams
New YorkFinancial ServicesReal EstateReal Estate InvestmentLending

Description

Willow Wealth announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development, reporting to CEO Mitchell Caplan.

Company Information

Company

Willow Wealth

Location

New York, New York, United States

About

Willow Wealth is a leading platform for private markets investing, enabling more than 500,000 members to access opportunities managed by established institutional partners. The platform offers access to real estate, private credit, private equity, and more through evergreen funds, curated individual opportunities, and a managed portfolio solution.

Predictive Intelligence
Strategic

ML-powered predictions for Willow 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

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.