FundzKnowledge Base
Signals

Money in Motion

Executives joining freshly funded companies — the wealth event advisors prospect on, caught the week it's announced.

What the signal is

“Money in motion” is the advisor industry's own term for the moments assets change hands — and an executive move at a freshly funded company is the strongest one visible in public data. Fundz cross-references executive-move announcements from the last 180 days with verified funding events from the last 24 months, then layers on whether the company sponsors a retirement plan (from its Form 5500 filing). Each company is score-ranked and re-scored every morning; each row shows the appointment headline, the move date, and the funding date.

Why an exec move + fresh capital is the moment

New comp package

A senior hire at a post-raise company typically lands with equity and a step up in cash comp — new wealth that needs a plan, right now.

A 401(k) left behind

Every job change strands a retirement account at the old employer — the classic rollover conversation, best had in the first months after the move.

Benefits in flux

New leadership plus fresh capital is when companies re-evaluate plans and benefits. Companies with a retirement plan on record are flagged, with the incumbent carrier where Schedule A names one.

Churn depth

Multiple exec moves in the window score higher — deeper leadership turnover means more money in motion at one account.

Where to find it

Filter Companies in Motion (app.fundz.net/companies) by the Money in Motion chip — score-ranked, with every drawer filter. Or just ask, by command bar or voice: “show me money in motion” or “who just got a new CFO after a raise?”

Daily alerts: open the chip and click “Email me new entries daily” in the explainer — one email after the morning re-score, only on days new companies enter the cohort. Drafting outreach with SmartSend automatically leads with the dated appointment as the why-now.

The public overview lives at app.fundz.net/benefits-intelligence, alongside Benefit Plans in Play and the Broker Directory — 65,000+ benefits brokers of record from Form 5500 Schedule A, ranked by filings carried, with sponsor counts and commission volume per broker.

Who it's for: RIAs and wealth managers prospecting executives at liquidity moments; retirement-plan advisors timing the rollover window; executive-benefits and insurance sellers; recruiters reading leadership churn. Money in Motion is a Strategic-tier feature — see fundz.net/pricing.