Ventures in WealthTech

We sat down with General Partner of Eagle Venture Fund, Wes Lyons, to discuss his mission of aligning his investments, values, and faith to create opportunities for entrepreneurs committed to moving the world forward with their businesses. Listen to our full podcast to hear how pairing a unique strategy and faith-driven leadership with value-aligned entrepreneurs is the key to creating significant returns and impact.

While most of the VC world is focused on the fastest way to get a return, it can lead to putting the long term success of the business at risk, leaving customers in the lurch . True longevity requires a strategy to increase revenue, not just raise capital. Basefund co-founder and CEO, Robert White sits down with us to share how he built a foundation designed to grow long-term success with a focus on experience, deep understanding of customer knowledge, and a philosophy of practical evolution.

In this episode, I had the pleasure of being interviewed by Andrew Louder, Host of the "Dallas Based Innovators" podcast. The journey towards starting a venture capital firm has been life-long. Cultivating win-win relationships has always been the most important part of venture capital investments to help secure longevity and drive successful outcomes. Listen to the full episode to hear some of the pivotal moments of my career and personal life that shaped my passion for venture capital as well as redemptive capital investing.

Many investors struggle to trust that financial advisors and wealth management firms have their best interest at heart when almost 90% of the industry operates in sales-driven business models. The one thing all investors have in common is their desire to have a personalized experience with their advisors. The challenge is how investors find and vet advisors before making a commitment. Listen to our latest podcast to hear from special guest, Pam Krueger, CEO and Founder of WealthRamp, and her vision of helping investors take control of their financial futures using a tool designed to match them with advisors that fit the criteria needed to help them meet their financial goals.

We sat down with OWL Analytics founder, Ben Webster, to uncover the layers of ESG data.  

Many people in the industry continue to be at odds about what criteria will qualify a sustainable company and which data can disqualify them. However, longevity doesn’t lie, and it can be a tell-tale sign of having a strong foundation that meets ESG criteria. Watch the episode to learn how ESG relates to long-term sustainability and how to better understand the data.  

We sat down with Regalytics founder, Mary Kopczynski to hear her passion for regulatory compliance. While many might not find the joy behind regulatory news, her solution to the WealthTech market helps takes the stress and frustration out of learning about and understanding new regulations. Hear the full podcast to hear the whole story.

First Rate Ventures launches the first episode of our 'Ventures in WealthTech' podcast. To set the tone and introduce our podcast - we sat down with First Rate Board Member and Global Technology Entrepreneur, Pamela Cytron, to discuss the importance of aligning corporate values in venture capital investing. We will be defining and discussing redemptive capital. What does redemptive capital mean in business, how does it drive investments, and what is the long-term impact? Listen to our first episode now to hear how we address these questions.