Funding rounds, exec moves, UCC liens and Form 5500 plans. 7 tools need no API key.
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Recently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), and the incumbent insurance carrier from Schedule A. For benefits brokers, retirement-plan advisors, PEOs, HR-tech sellers. No API key required.
Company name search
2-letter US state filter
Recently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), and the incumbent insurance carrier from Schedule A. For benefits brokers, retirement-plan advisors, PEOs, HR-tech sellers. No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Company name search |
| state | string | 2-letter US state filter |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}Who broker-of-records whom: directory of 58,000+ benefits brokers from DOL Form 5500 Schedule A Part 1, ranked by filings carried, with sponsor counts and commission volume per broker. For carriers, broker M&A, benefits-tech sellers, and brokers scouting competitors. No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Broker name search (e.g. 'Lockton') |
| page | number | Page (50/page). Default: 1 |
| state | string | 2-letter US state filter |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Broker name search (e.g. 'Lockton')"
},
"page": {
"type": "number",
"description": "Page (50/page). Default: 1"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}Companies with a verified funding round in the last 12 months AND live hiring evidence (open ATS roles, executive hires, hiring signals) — the strongest buying window, score-ranked and refreshed daily. No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Company name search |
| state | string | 2-letter US state filter (e.g. 'CA') |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter (e.g. 'CA')"
}
}
}Who finances whom: directory of 11,800+ UCC secured parties (lenders) ranked by filing volume, with active-lien counts and lapsing-soon exposure per lender. California + Colorado coverage (CO refreshed daily). No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Lender name search (e.g. 'Wells Fargo') |
| page | number | Page (50/page). Default: 1 |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Lender name search (e.g. 'Wells Fargo')"
},
"page": {
"type": "number",
"description": "Page (50/page). Default: 1"
}
}
}Companies with an executive-move announcement in the last 180 days AND a verified funding round in the last 24 months — the wealth advisor's 'money in motion' moment: a new comp package (often equity), an old 401(k) to roll over, benefits about to be re-evaluated. Score-ranked, refreshed daily. For RIAs, wealth managers, retirement-plan advisors, executive-benefits sellers. No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Company name search |
| state | string | 2-letter US state filter (e.g. 'CA') |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter (e.g. 'CA')"
}
}
}Companies whose active UCC-1 liens lapse within 12 months (Renewal Radar). UCC liens expire after 5 years — the incumbent lender must re-file or lose priority, so each approaching lapse is a refinancing window with a date on it. For lenders, MCA/ISO, and equipment finance. California + Colorado coverage (CO refreshed daily). No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Company name search |
| state | string | 2-letter US state filter |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}Companies with active secured debt (UCC-1) from 2+ distinct lenders and a filing in the last 24 months — proven appetite for layered financing; second-position and refi/consolidation targets. California + Colorado coverage (CO refreshed daily). No API key required.
| Argument | Type | Description |
|---|---|---|
| q | string | Company name search |
| state | string | 2-letter US state filter |
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}