Marshall Smith is a seasoned WealthTech investor and corporate development leader with over 18 years of experience in WealthTech, Fintech, and SaaS. Currently, they serve as Managing Director of First Rate Ventures, leading investment strategies in early-stage WealthTech startups. Additionally, Marshall co-founded and is on the advisory board of WealthTech Strategy Partners, and is a co-founder and board director of The Founders Arena, a specialized accelerator for WealthTech companies. They hold a BA in Economics from Dartmouth College and have published multiple white papers on risk management and performance measurement.
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