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Kapnative Gets Strategic Investment from First Rate for AI Alts2Wealth Platform

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First Rate Ventures, the corporate venture arm of First Rate, Inc., has announced an investment and strategic partnership with Berlin-based Kapnative, a WealthTech platform scaling access to private market funds for wealth managers, family offices, and institutional investors.


Founded in 2023, Kapnative uses AI-driven fund due diligence and compliance automation to reduce manual review time by up to 80%. The firm’s white-label platform allows advisors to seamlessly allocate to private funds, with integrated tools for memos, training, and capital calls. It already serves clients representing over €11 billion in assets across German-speaking markets.


The partnership will see the deployment of Kapnative’s “Alternatives Underwriting Agent” in collaboration with First Rate’s Professional Services team, aimed at accelerating AI-enabled product development and cross-market WealthTech applications. For advisors and platforms, the collaboration underscores growing momentum toward intelligent infrastructure for alternative investments.


Knote-----

Another strategic partnership and investment to help drag the Alts2Wealth movement forward. When you really think through what needs to happen for Alts2Wealth to become a scaled reality, due diligence is high on the list. In the case of alternatives, it’s pretty clear to us that AI is going to need to be central to the solution.

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