First Rate

First Rate is a financial technology company that specializes in providing solutions for wealth management firms. With over 20 years of experience, the company offers investment performance and reporting tools designed to enhance transparency and improve client engagement. First Rate's technology enables financial firms to audit data effectively and implement best practices, thereby helping investors better understand their financial situations. The company is committed to delivering tailored solutions that foster long-term relationships between wealth management firms and their clients. By focusing on the diverse needs of its partners, First Rate aims to support the growth and success of these firms, ensuring they can provide reliable and effective services to their investors.

Emily Traxler

Managing Director, Institutional

2 past transactions

RegAlytics

Seed Round in 2022
RegAlytics is a provider of daily financial regulatory data, offering accurate and vetted updates sourced from over 500 regulations. The company utilizes proprietary technology to collect and structure regulatory information from financial services and insurance regulators. Its platform allows users to monitor relevant agencies, topics, and compliance requirements, facilitating the management of regulatory risk. By delivering this data in a flexible format, RegAlytics enables businesses to efficiently navigate their regulatory environments, reducing both the time and costs associated with compliance.

Beijing Helijia Information Technology

Series C in 2015
Beijing Helijia Information Technology Co., Ltd. is a Chinese startup specializing in beauty, hair, and nail services. Founded in 2014 and based in Beijing, the company operates a mobile application that allows customers to conveniently book a variety of personal care services, including hairdressing, manicures, eyelash extensions, and body shaping. The platform connects users with service providers, enabling them to choose from various service combinations based on their location. By eliminating traditional overhead costs associated with physical salons, Helijia can offer competitive pricing. The application employs a merit-based rating system for service providers, enhancing accountability and quality. Additionally, Helijia offers a range of skincare products, particularly those featuring hyaluronic acid, aimed at moisturizing and anti-aging.
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