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Articles from First Rate, Inc.

First Rate Ventures Leads Investment in bQuest: The Care Intelligence Platform Transforming Aging and End-of-Life Planning in Financial Services
First Rate Ventures, the corporate venture arm of First Rate, Inc., today announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for financial advisors and their clients navigating aging, end-of-life, and after-loss transitions.
By First Rate, Inc. · Via Business Wire · November 20, 2025
First Rate Ventures Announces Investment and Strategic Partnership with Kapnative
First Rate Ventures, the corporate venture capital arm of First Rate, Inc., today announced its investment and strategic partnership with Kapnative, a Berlin-based fintech platform revolutionizing access to pre-vetted private market funds for wealth managers, family offices, banks, and institutional investors.
By First Rate, Inc. · Via Business Wire · October 7, 2025
First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations
First Rate, a leading provider of financial technology solutions, is thrilled to announce the launch of its cutting-edge Alts Data Management solution, designed to revolutionize how wealth management firms handle alternative investment data. This new offering builds upon First Rate’s 15+ years of experience in the alternative asset management space, providing a fully operational platform that helps firms efficiently manage, analyze, and gain insights from their alternative investment portfolios.
By First Rate, Inc. · Via Business Wire · May 8, 2025