First Rate Ventures, the corporate venture arm of First Rate, Inc., has announced a heartfelt and meaningful partnership with bQuest, a Denver-based Care Intelligence Platform dedicated to helping financial advisors support clients through aging, end-of-life, and after-loss transitions. The firm has led bQuest’s seed round marking a significant step toward bringing compassionate, intelligent care support directly into advisor workflows.
At the core of this collaboration is a shared mission: to help families navigate some of life’s hardest moments with clearer guidance and greater emotional support. By embedding bQuest’s AI Care Agents directly into advisory processes, advisors will be able to blend smart automation with human concierge services giving families timely direction when they need it most.
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bQuest’s platform provides advisory firms with everything they need to support clients beyond financial planning. With a fully integrated digital platform, a nationwide, vetted provider network, and white-glove personal assistance, bQuest helps advisors protect client relationships and preserve trust during times of vulnerability.
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“bQuest turns difficult life events into moments of service and loyalty,” shared Marshall Smith, Managing Director of First Rate Ventures. “Pairing explainable AI with a curated care network gives advisors superpowers—offering value far beyond traditional financial guidance.”
For bQuest, this investment is far more than financial support—it’s a powerful boost to the purpose that drives their work every day. Reflecting on the moment, Lauren Clough, Co-Founder & CEO of bQuest, shared heartfelt gratitude: “This investment and partnership with First Rate accelerates our mission. Together, we’ll bring the bQuest Care Agent to more advisors—empowering them to deliver trusted, timely guidance to families when it matters most.”
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Her words underline a shared vision: helping advisors show up for families with compassion, clarity, and real human care during life’s most difficult chapters.
With First Rate Ventures as both lead investor and strategic build partner, bQuest is set to expand its AI Care Agent capabilities, strengthen its national provider network, and grow its dedicated human concierge team. All of this will be woven seamlessly into the advisor experience ensuring families receive the empathy, clarity, and support they deserve.
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