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 specializes in delivering daily updates on financial regulatory data, drawing from over 500 regulations. The company’s platform utilizes proprietary technology developed by experts to collect and organize regulatory information from various financial services and insurance regulators. This ensures that businesses receive accurate and vetted data in a flexible format. By monitoring agencies, topics, and compliance requirements, RegAlytics helps companies reduce the time and cost associated with managing regulatory risk, thereby enhancing their compliance efforts.

Beijing Helijia Information Technology

Series C in 2015
Beijing Helijia Information Technology Co., Ltd. is a Chinese company that specializes in beauty, hair, and nail services, operating through a mobile application for convenient customer bookings. Founded in 2014 and based in Beijing, Helijia offers a diverse range of services, including hairdressing, eyelashes, hand and foot care, make-up styling, and body shaping. The platform also features on-demand manicure services, allowing users to select manicurists or combinations based on their location. By eliminating the overhead costs associated with physical stores, Helijia provides competitive pricing. The company employs a merit-based rating system for its service providers, encouraging high-quality performance and customer satisfaction. Additionally, Helijia offers various skincare products, including a range of hyaluronic acid items aimed at moisturizing and anti-aging benefits.
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