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Signals

Money in Motion

Executives joining companies that just raised money: new pay, new equity and an old retirement account to roll over. Fundz finds these people for wealth and retirement advisors as the moves are 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. That is new wealth needing a plan, right now.

A 401(k) left behind

Every job change strands a retirement account at the old employer, which is 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, because 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. It is 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 lands 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: benefits brokers of record from Form 5500 Schedule A filings, 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.

Last updated September 2026