First Rate

First Rate is a financial technology company that specializes in providing solutions for wealth management firms to enhance their clients' investment experiences. With over 20 years of industry experience, First Rate offers sophisticated reporting and investment performance tools that promote transparency and enable clients to better understand their financial situations. The company's adaptable and tailored solutions are designed to foster long-term relationships between financial firms and their investors, ensuring that the specific needs of both parties are met. Additionally, First Rate Ventures operates as a Corporate Venture Capital Program, focusing on innovations in WealthTech, InvestTech, RegTech, and MortgageTech, further solidifying its commitment to advancing the financial services landscape.

Emily Traxler

Managing Director, Institutional

2 past transactions

RegAlytics

Seed Round in 2022
Provider of regulatory data intended to provide accurate, clean, vetted, daily data in a flexible format. The company's platform uses proprietary technology that is designed, built, and used by experts to gather and structure regulatory data from financial services and insurance regulators and provide the most up-to-date information, enabling companies to reduce the time and cost needed to mitigate regulatory risk.

Helijia

Series C in 2015
Beijing Helijia Information Technology Co., Ltd. is a Chinese company that specializes in providing a wide range of beauty services, including hairdressing, eyelashes, hand and foot care, make-up styling, and body shaping. Founded in 2014 and based in Beijing, Helijia offers an innovative mobile application that allows customers to conveniently book services. The app facilitates appointments for various treatments, including on-demand manicure services, enabling users to select manicurists or manicure combinations based on their location. By eliminating traditional salon overheads, Helijia can offer lower prices while its manicurists manage their own transportation costs. The company employs a merit-based rating system where manicurists are incentivized to deliver high-quality service, thereby enhancing their customer ratings and appointment opportunities. Additionally, Helijia offers a selection of skincare products, particularly those containing hyaluronic acid, aimed at moisturizing and anti-aging benefits.
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