“First Rate Ventures invests in the future of WealthTech. We aim to deploy capital in a redeemed fashion, focusing on not only the entrepreneur but also the community they do business in. With First Rate as our strategic backer, we are confident that our portfolio companies will deliver more value to their customers.”

Marshall Smith Managing Director First Rate Ventures

Providing capital to promote a healthy wealthtech ecosystem.

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.

Smart investment fuels and supports the future of wealthtech, investech and regtech.

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.

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The First Rate Ventures team - five individuals - sitting around a small table for an informal meeting.
Tina Gidwani Associate Market Focus, MENA
Praveen Pagdala Managing Director Market Focus, INDIA
John Choi Managing Director Market Focus, APAC
Grayson Greer Managing Director - Global Market Focus, EX-US
C. Nicole Rush Executive Partner
Prabhakar Reddy Strategic Advisor, Founder & Owner Stride Growth Partners
Pamela Cytron Advisor, Founder & CEO Pendo Systems
Kendrick Wakeman, CFA Advisor, Founder & CEO Qspur
Emil Polito Advisor, Venture Partner Cosimo Ventures
Bob Whiteman Advisor, Chair - Executive Coach Vistage Worldwide