We believe it is our responsibility to be active in our industry, helping it grow and flourish in positive ways. As a venture capital firm, we’ve chosen three ways to achieve our vision:
1. Early-stage venture investments.
We focus on Seed and Series A rounds for startups with $100K or more of ARR.
2. Acquisition.
We acquire a majority interest in mature wealthtech platforms, where the founder is looking for liquidity and a succession plan that maintains the platform’s legacy.
3. Entrepreneur in residence.
We provide coaching and resources to pre-product and pre-launch FinTech entrepreneurs.
For more than 30 years, companies have relied on First Rate to deliver innovative technology to manage 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 and opportunities. The way we see it, if we want a bright future, it’s up to us to make it happen.
