Exciting News in WealthTech: First Rate Ventures Invests in Fispoke! 🚀 First Rate Ventures is thrilled to announce our latest investment in Fispoke™ , a #WealthTech startup revolutionizing how #RIAs deliver holistic banking solutions to their clients. Here's why we invested in Fispoke: Exceptional Founding Team: We had the privilege of meeting Robert Clare, Nathan Berk, and Terry Mullen in person at the April Tiburon CEO Summits in Boston. Their passion, vision, and cultural alignment with our values were immediately evident. We're confident in their ability to execute and drive transformative change in the industry. Solving a Critical Problem for RIAs: As RIAs compete with #banks to provide comprehensive financial services, Fispoke empowers them to offer white-labeled banking products seamlessly integrated into their offerings. This enables RIAs to deliver a private banking-like experience, enhancing client satisfaction and loyalty. Stewardship as the Cornerstone: We firmly believe that stewardship should be the guiding principle in wealth management. Fispoke's platform enables RIAs to serve as true stewards of their clients' financial well-being, providing a holistic and client-centric approach to wealth management. We couldn't be more excited to partner with the Fispoke team and support their growth journey. Our #WealthTech experts will join the Fispoke team in helping to accelerate the delivery of the platform. Together, we'll work towards reshaping the WealthTech landscape, making it more inclusive, accessible, and impactful for all stakeholders. Read the full press release here: https://lnkd.in/gs54W6VF #WealthTech #RIA #FirstRateVentures #Stewardship #Investing #VentureCapital #CorporateVentureCapital #VenturesinWealthTech #Fintech #Startup Pamela Cytron Prabhakar Reddy C. Nichole Rush Tina Gidwani Rohit Mahadik Michael Wuest Kendrick Wakeman, CFA Dave Stone Trina Stone Craig Wietz Rob Bethmann Chip Roame Paul Howard Tiburon Strategic Advisors WealthTech Strategy Partners The Founders Arena Valerie Q.Grayson Greer Emily Traxler Nayan Madhamshettiwar Ameet Patel FirstRate WealthTech #WealthManagement First Rate, Inc
Such partnerships are a key example of how First Rate, Inc provides value add to the ecosystem! ⭐
Excited for this new chapter in the First Rate journey!
Marshall Smith, impressive investment in Fispoke! What's their next step?
I'm very excited! Let's go!
Very cool Craig Wietz Marshall Smith Dave Stone
Congratulations to the Fispoke™ and First Rate Ventures teams!!
Marshall Smith and Robert Clare congratulations with the deal! And wish you all the best luck going forward.
Congratulations!
Thanks Marshall Smith. Great working with you and overall team from First Rate, Inc and First Rate Ventures. Let's Go!!
Operating at the nexus of finance, technology, and people
2moCongratulations to both the Fispoke™ team and the First Rate Ventures team! An outstanding win-win!