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 provides daily financial regulatory data updates, sourced from over 500 regulations through alerts and allows to monitor monitor the agencies, topics, and compliance requirements related to the businesses.

Helijia

Series C in 2015
Helijia is a Chinese startup that provides on-demand manicure services. Helijia comes with a companion app that allows users to make appointments for manicure services on the go. The app allows users to choose either by manicurists or by manicure combinations based on the pre-set location. Compared to traditional manicures, Helijia is able to charge a lower price since it removes the fixed costs of running a store. Additionally, Helijia’s manicurists have to pay for their own transportation. Like other apps of its kind, Helijia works on a user-generated, merit-based rating system – the better a manicurist performs, the higher his or her customer rating, and the more appointments he or she likely gets. The name Helijia -- which sounds similar to the Chinese phrase for "a good price” -- translates to "beaver's home," which brings out the startup’s mission to provide services done by hand.
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