INVESTING IN THE FUTURE OF WEALTHTECH
FIRST RATE
VENTURES
OVERVIEWVALUESNEWSPARTNER

First Rate Ventures is a Corporate Venture Capital Fund that is
focused on WealthTech, InvestTech, RegTech and MortgageTech based in Dallas/Fort Worth.

We are focused on start-ups in seed stage with a proven early traction.

For more than 30 years, companies have relied on First Rate to deliver trusted and innovative technology to manage, build, and grow their trust, banking, and advisory businesses. First Rate Ventures builds on this commitment by investing in and supporting a broader ecosystem focused on similar challenges with the expertise, longevity, and trusted brand of First Rate behind it.

Innovation Culture

Focusing on emerging technology and innovation, First Rate Ventures will leverage the continual advancement of First Rate to help support strategic investments in industry trends and strategic product capabilities.

Longevity

Investing with the long term in mind and a focus on scaling sustainable growth of a start-up organization.

Infrastructure

Providing a Tier One Bank data security infrastructure that enables start-ups to meet strict data security requirements.

Global Presence

Leading investments in North America, Europe and Asia focusing on bringing the best solutions to our global client base.

HEAR FROM FIRST RATE VENTURES

“First Rate Ventures is ultimately about investing in innovative firms that share our mission to help promote stewardship and growth.  We will aim to deploy capital in a redeemed fashion, focusing on not only the entrepreneur but also the community they do business in and investors. With First Rate as our Strategic backer, we are confident that our portfolio companies will deliver more value to their customers more effectively.”  

– Marshall Smith, Managing Director, First Rate Ventures

FIRST RATE VENTURES IN THE NEWS

FIRST RATE PORTFOLIO OF INVESTMENTS

Early Stage Investments:
ICR Partners

The ICR Partnership allows First Rate customers to access quality research and consultation. The ICR Partners team understands our customers’ businesses and has years of experience providing high-touch service. RMx provides banks and trust companies a single hub to see their managers’ model portfolios and research.

Acquisition:
Fee Manager

Fee Manager enables broker-dealers and RIAs to seamlessly move to an advisory model while providing critical business intelligence on revenue and risk.  It is a scalable and customizable solution that provides multi-access user levels in both front-office and back-office views.

Acquisition:
Data Aggregation Engine

First Rate’s Data Aggregation Engine is designed to consolidate data from any source or complex data feed, including alternative assets and held-away accounts, and delivering it into critical reporting, trust accounting or portfolio management systems.

Acquisition:
Vantage Software

Vantage Software offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting.

ARE YOU A START-UP LOOKING FOR A STRATEGIC ADVISOR?

Let’s talk about how First Rate Ventures can help your firm?

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