NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









First Rate Ventures

First Rate Ventures

Arlington, Texasfirstrate.com

Overview

First Rate Ventures is the corporate venture capital arm of First Rate, Inc., a global WealthTech firm that invests in early-stage startups within the wealth management, investment technology, and regulatory technology sectors.

Year Founded

2021

Portfolio Companies

3

Investments

First Rate Ventures investments
CompanyDateStageLead
WealthieApr 2026AcceleratorCo-investor
FispokeJun 2024SeedLead
OWL ESGJun 2022Series ALead

Key People

Dave Stone

Founder

Tina Gidwani

Principal Program Manager - Venture Capital

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersArlington, Texas
Year Founded2021

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.