First Rate Ventures
Overview
First Rate Ventures is the corporate venture capital arm of First Rate, Inc., a global WealthTech firm that invests in early-stage startups within the wealth management, investment technology, and regulatory technology sectors.
Investments
Key People
Dave Stone
Founder
Tina Gidwani
Principal Program Manager - Venture Capital
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is First Rate Ventures based?
First Rate Ventures is headquartered in Arlington, Texas, United States.
When was First Rate Ventures founded?
First Rate Ventures was founded in 2021.
How many portfolio companies does First Rate Ventures have?
First Rate Ventures has 4 portfolio companies in Caplight's dataset.
What are some companies in First Rate Ventures's portfolio?
Portfolio companies visible on Caplight include OWL ESG, bQuest, Wealthie, Fispoke.
What was First Rate Ventures's most recent investment shown here?
First Rate Ventures's most recent investment in this portfolio sample was in Wealthie in 2026.
What sectors does First Rate Ventures focus on?
First Rate Ventures focuses on FinTech, FinTech, FinTech, FinTech, Healthcare & Life Sciences, Real Estate & PropTech, Enterprise Software, Enterprise Software.
What company stages does First Rate Ventures focus on?
First Rate Ventures typically invests at the Early stage.
What is First Rate Ventures's AUM?
First Rate Ventures's assets under management are estimated between $25.0M and $25.0M.