First Rate Ventures

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