First Rate Ventures

First Rate Ventures is the corporate venture capital and corporate development arm of First Rate, Inc., investing in the future of WealthTech. Based in Arlington, Texas — at the heart of the DFW metroplex — we go beyond capital. We bring over 30 years of profitable, values-driven growth in WealthTech, a strong network of industry relationships, and a deep commitment to innovation that serves advisors, investors, and communities alike. We partner with both startups and established companies through strategic equity investments and acquisitions that align with purpose-driven growth. As a permanent equity partner, we offer more than just stability — we offer a forever home. We will never sell. Instead, we hold and value our partners infinitely, providing the confidence that comes from knowing you're building with someone in it for the long haul. Our mission is to support those building solutions that improve financial lives — offering not just capital, but fintech expertise, operational insight, and relational support. We are grounded in our core values: Love, Give, Serve, and Enjoy — and we believe these values are the foundation for building partnerships that endure and impact that multiplies.