First Rate Ventures

Providing capital to promote a healthy wealthtech ecosystem.

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.

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:

Group of Ventures team sitting in a modern office discussing business.

01

Early-stage venture investments

We focus on Seed and Series A rounds for startups with $100K or more of ARR.

02

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.

03

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.