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Marshall Smith Email & Phone Number

Managing Director at First Rate Ventures
Location: Southlake, Texas, United States 17 work roles 2 schools
1 work email found @firstrate.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@firstrate.com
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Current company
First Rate Ventures
Role
Managing Director
Location
Southlake, Texas, United States
Company size
200 employees

Who is Marshall Smith? Overview

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Quick answer

Marshall Smith is listed as Managing Director at First Rate Ventures, a company with 200 employees, based in Southlake, Texas, United States. AeroLeads shows a work email signal at firstrate.com and a matched LinkedIn profile for Marshall Smith.

Marshall Smith previously worked as Co-Founder & Head of Advisory Board at Wealthtech Strategy Partners and Co-Founder | Board Director | Accelerator Selection Committee at The Founders Arena. Marshall Smith holds Ba, Economics, Minor Religion from Dartmouth College.

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Email format at First Rate Ventures

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{first_initial}{last}@firstrate.com
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Profile bio

About Marshall Smith

Marshall Smith is a seasoned WealthTech investor and corporate development leader with over 18 years of experience in WealthTech, Fintech and SaaS. He is the Managing Director of First Rate Ventures, the corporate venture capital arm of First Rate Inc, the global leader in data aggregation, performance, and reporting solutions for over 500 Wealth Managers, Family Offices and Asset Managers across five continents.Marshall leads the strategy and execution of minority investments in early stage WealthTech startups, as well as majority acquisitions of successful WealthTech platforms globally. He also co-founded and serves on the advisory board of WealthTech Strategy Partners, a boutique advisory firm that helps early stage WealthTechs. Additionally, he is a co-founder, board director, and accelerator selection committee member of The Founders Arena, a unique and first-of-its-kind go-to-market accelerator for WealthTech companies. Marshall holds the CIPM credential from the CFA Institute and has published multiple white papers on risk management and performance measurement. He is passionate about fostering innovation, collaboration, and impact in the WealthTech ecosystem.

Current workplace

Marshall Smith's current company

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First Rate Ventures
First Rate Ventures
Managing Director
Texas, United States
Website
firstrate.com
Employees
200
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Company profile
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17 roles

Marshall Smith work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
First Rate Ventures

Arlington, Texas, United States

Leading First Rate Corporate Venture Capital Strategy in WealthTech.First Rate Ventures is the Corporate Venture Capital arm of First Rate Inc, the global leader providing Data Aggregation, Performance and Reporting Solutions to the Wealth Management Industry. First Rate Ventures makes minority investments in early stage startups using innovative.

Dec 2021 - Present

Co-Founder | Board Director | Accelerator Selection Committee

Current
The Founders Arena

Arlington, Texas, United States

The Founders Arena is a unique and first-of-its-kind “go-to-market” Accelerator specifically for WealthTech companies looking to scale across the global WealthTech market.

Apr 2023 - Present

Board Observer

Current
Fispoke™

United States

Seed Round Investor and Board Observer.

May 2024 - Present

Investor

Current
Regalytics

Seed Stage Investor

Mar 2022 - Present

Strategic Advisor & Investor

Current
Owl Esg, Inc.

Investor and Advisor

Feb 2022 - Present

Managing Director, First Rate Ventures

Current
First Rate, Inc

Leading First Rate Corporate Ventures Capital Strategy & Corporate Development.

Dec 2021 - Present

Chief Operating Officer

First Rate, Inc

Dallas-Fort Worth Metroplex

Responsible for delivering Investment Performance and Reporting As-A-Service solutions to the global investment Industry. The First Rate platform provides performance results on over $2.3T in global assets across North American, EMEA and APAC markets.

Feb 2020 - Dec 2021

Chief Product Officer

First Rate, Inc

Dallas/Fort Worth Area

Product visionary. Currently pioneering AI driven insights and personalized ESG Solutions for Wealth Managers. Responsible for strategic planning and leadership including Marketing, Business Development and Product Development for First Rate. First Rate Product solutions are used by over 500 Wealth Management Institutions worldwide with over $2 Trillion in.

Mar 2017 - Jan 2020

Business Head & General Manager - Managing Director, Service Bureau

First Rate Inc.

Arlington, TX

Service Bureau is the expert in providing consultative solutions for accurate performance reporting. The Service Bureau is responsible for clients that outsource their investment performance business processes. In the role of General Manager, Smith develops the strategic direction for the business and oversees execution, operations and client.

Apr 2011 - Mar 2017

Chief Marketing Officer

First Rate, Inc

Arlington, TX

Oversee development and implementation of the First Rate Marketing strategy. Develop and implement Marketing and growth strategy for each of the First Rate businesses.Initiatives Included- Comprehensive multi-year marketing strategy to drive growth for First Rate.- First Rate corporate re-branding initiative in 2015 including updated brand messaging..

Feb 2014 - Mar 2016

Investor & Strategic Advisor

Listbutler Ai

Hyderabad, Telangana, India

Oct 2023 - Aug 2024

Client Service Manager - Investment Performance

First Rate, Inc

Supervised a team of 7 including performance analysts, auditors, and an operations supervisor that provided investment performance outsourced services. Managed 10+ client relationships with assets totaling more than 100 billion.

Apr 2010 - Apr 2011

Operations Supervisor - Investment Performance

First Rate, Inc

Supervised a team of 6 performance analysts and auditors that provide investment performance outsourced services for 10+ clients. Acted as project Manager for new client implementations and subject matter expert on First Rate application suite. Defined business requirements and conducted QA for custom reporting and interface development.

Apr 2008 - Apr 2010

Senior Performance Analyst

First Rate, Inc

Responsible for processing and auditing 70+ billion worth of assets in 70,000 portfolios. Reconciled holdings/transactions, rate of return, attribution, and risk statistics and configured First Rate reporting suite to client specifications.

Jun 2006 - Mar 2008
Team & coworkers

Colleagues at First Rate Ventures

Other employees you can reach at firstrate.com. View company contacts for 200 employees →

RG Rachel Guy Rachel Guy Colleague at First Rate Ventures Dallas-Fort Worth Metroplex, United States View → AG Alejandra Garcia-Rivera Alejandra Garcia-Rivera Colleague at First Rate Ventures Arlington, Texas, United States, United States View → JR Joshua Reeves, Cfa, Cipm Joshua Reeves, Cfa, Cipm Colleague at First Rate Ventures Dallas-Fort Worth Metroplex, United States View → KS Kathryn Stone Kathryn Stone Colleague at First Rate Ventures Arlington, Texas, United States, United States View → BM Bharath Maharaj Bharath Maharaj Colleague at First Rate Ventures India, India View → NJ Natalia Jorquera Silva Natalia Jorquera Silva Colleague at First Rate Ventures Santiago Metropolitan Area, Chile View → LV Lakshmi Venila Valavala Lakshmi Venila Valavala Colleague at First Rate Ventures Hyderabad, Telangana, India, India View → MS Mohammad Sarwar(He/Him) Amini Mohammad Sarwar(He/Him) Amini Colleague at First Rate Ventures Kabul Province, Afghanistan, Afghanistan View → GV Goyal Veparala Goyal Veparala Colleague at First Rate Ventures Secunderābād, Telangana, India, India View → MM Matt Manire Matt Manire Colleague at First Rate Ventures Crowley, Texas, United States, United States View →
2 education records

Marshall Smith education

FAQ

Frequently asked questions about Marshall Smith

Quick answers generated from the profile data available on this page.

What company does Marshall Smith work for?

Marshall Smith works for First Rate Ventures.

What is Marshall Smith's role at First Rate Ventures?

Marshall Smith is listed as Managing Director at First Rate Ventures.

What is Marshall Smith's email address?

AeroLeads has found 1 work email signal at @firstrate.com for Marshall Smith at First Rate Ventures.

Where is Marshall Smith based?

Marshall Smith is based in Southlake, Texas, United States while working with First Rate Ventures.

What companies has Marshall Smith worked for?

Marshall Smith has worked for First Rate Ventures, Wealthtech Strategy Partners, The Founders Arena, Fispoke™, and Regalytics.

Who are Marshall Smith's colleagues at First Rate Ventures?

Marshall Smith's colleagues at First Rate Ventures include Rachel Guy, Alejandra Garcia-Rivera, Joshua Reeves, Cfa, Cipm, Kathryn Stone, and Bharath Maharaj.

How can I contact Marshall Smith?

You can use AeroLeads to view verified contact signals for Marshall Smith at First Rate Ventures, including work email, phone, and LinkedIn data when available.

What schools did Marshall Smith attend?

Marshall Smith holds Ba, Economics, Minor Religion from Dartmouth College.

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