WealthTech Strategy Partners
Marshall Smith is a seasoned executive with extensive experience in the WealthTech sector. Currently serving as Managing Director at First Rate Ventures since December 2021, Marshall leads the Corporate Venture Capital Strategy within the WealthTech domain. Additionally, Marshall co-founded WealthTech Strategy Partners and The Founders Arena, where responsibilities include heading the advisory board and participating as a board director, respectively. Marshall’s professional background at First Rate, Inc. spans multiple leadership roles, including Chief Operating Officer and Chief Product Officer, facilitating innovative solutions and investment performance services for a global clientele. As an investor and strategic advisor for various companies, including OWL ESG, Inc. and RegAlytics, Marshall continues to shape the WealthTech landscape, driven by a strong commitment to growth and performance excellence. Marshall holds a BA in Economics from Dartmouth College and has participated in an exchange term at UC Santa Barbara.
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WealthTech Strategy Partners
The only investment bank focused exclusively on WealthTech. We specializing in strategic partnerships to boost revenue, capital raising to fuel growth, and strategic acquisitions to boost reach. Visit us at www.wealthtechstrategy.com to see why even the way we are different is different. Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.