Ventures in WealthTech
Marshall Smith
Come learn about the dynamic challenges and trends as it pertains to the venture capital market. Hosted by First Rate Ventures' Managing Director, Marshall Smith, CIPM, we will be interviewing top industry experts on all things WealthTech.
Episodes
Exploring Europe’s Venture Capital Landscape with Joe Schorge of Isomer CapitalMarch 07, 2024
Navigating Family Office Frontiers with KnowLedger's Ryan KerryDecember 13, 2023
WealthTech Meets Philanthropy with Stephen Kump CEO of CharityvestNovember 01, 2023
Building a WealthTech Startup Ecosystem and the Evolution of Venture Capital with Pamela CytronSeptember 27, 2023
Talking Debt & Wealth Management with Rohit AgarwalAugust 09, 2023
Creating Success in WealthTech Startups with Kendrick WakemanJuly 05, 2023
DIY Wealth Management with David Kon of RipsawJune 07, 2023
Former Journalist Tackles Banking in Latin America and Knowledge as a ServiceMay 03, 2023
Strategically Impacting Global Markets with First Rate Values and WealthTech InnovationApril 05, 2023
ChatGPT, Artificial Intelligence, and WealthTechMarch 01, 2023
Helping Audacious Entrepreneurs Create Social Impact with Faith-Driven InvestingDecember 07, 2022
Fintech Startup Proves Longevity Prioritizing Customer Over CapitalNovember 02, 2022
Cultivating Win-Win Relationships for Corporate Venture Capital InvestmentsOctober 05, 2022
A Match Made in Financial HeavenSeptember 07, 2022
The Truth Behind ESG DataAugust 03, 2022
Spreading the Joy of RegTechJuly 05, 2022
Importance of Alignment in Venture Capital InvestingMay 31, 2022