INVESTING IN THE FUTURE OF WEALTHTECH
FIRST RATE
VENTURES
OVERVIEWTEAMNEWSPARTNER

First Rate Ventures is a Corporate Venture Capital Program 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.

MEET THE FIRST RATE VENTURES TEAM

“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 is not just relying on ourselves to make this initiative happen, but working with industry experts focused on Venture Capital and Private Equity to help source and vet out opportunities for investments.

  • Emil Polito
    Emil Polito Advisor

    Venture Partner, COSIMO Ventures

  • Pamela Cytron
    Pamela Cytron Advisor

    Founder and CEO, Pendo Systems

  • Prabhakar Reddy
    Prabhakar Reddy Strategic Advisor

    Founder and Owner, Stride Growth Partners

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.

Hear from First Rate Ventures Strategic Investment and Acquisition Partners, Founders and Owners

  • We are pleased to join with First Rate to lead its expansion into the alternative investments space with our innovative and robust software solutions. First Rate’s expertise in data aggregation and analytics will complement and enhance the solution offerings for our customers.

    Karthik Thanikachalam
    Karthik Thanikachalam Head of Operations, Vantage Software
  • When we decided to take on outside capital to align RegAlytics for the future, First Rate Ventures provided not just capital but a strategic partnership that helped them to stand apart from the other venture firms. Not only has First Rate Ventures built a powerful reputation in the FinTech Venture space, but they also deliver award-winning solutions to the industry’s most prestigious firms. The combination of their strategic approach to partnerships and a culture that aligns fully with RegAlytics was irresistible.

    Mary Kopczynski
    Mary Kopczynski Chief Executive Officer and Founder, RegAlytics
  • When the idea to create ICR Partners came to me, First Rate was the first firm that came to mind as a strategic investor. First Rate’s exceptionally strong reputation within the bank and trust channel and their ability to integrate ICR Partners research, model delivery, and advisory services within their platform serving over $2.4T in client assets within a tier 1 bank-approved data security environment was more strategic than the capital.

    Bob Mehringer
    Bob Mehringer Founder, ICR Partners

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

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