First Rate Ventures

First Rate Ventures is the venture capital arm of First Rate, Inc., a global WealthTech leader with over 30 years of experience. The firm focuses on investing in the future of wealth management technology by supporting innovative startups and entrepreneurs through early-stage venture investments, acquisitions, and entrepreneur-in-residence programs. Their mission is to foster growth and stewardship in the WealthTech ecosystem by providing capital, coaching, and strategic resources.

They primarily invest in Seed and Series A rounds for startups with at least $100K in annual recurring revenue, targeting sectors such as artificial intelligence, blockchain, ESG, and regulatory technology within financial services. Additionally, First Rate Ventures acquires majority interests in mature WealthTech platforms where founders seek liquidity and succession plans that preserve the platform’s legacy. The firm leverages First Rate’s extensive network of over 500 banks and wealth management firms managing more than $2.4 trillion in assets to scale portfolio companies.

First Rate, Inc., the parent company, is headquartered in Arlington, Texas, and has a global presence with offices on four continents. It is known for delivering innovative technology solutions that help wealth management firms grow and thrive by providing transparent, adaptable, and tailored reporting and portfolio management tools. The company emphasizes a strong corporate culture focused on employee empowerment and long-term client relationships, maintaining an average customer tenure of over 14 years.