First Rate Ventures, the corporate venture arm of First Rate, Inc., announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for financial advisors and their clients navigating aging, end-of-life, and after-loss transitions.
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The partnership will embed bQuest’s AI Care Agents directly into advisor workflows, combining intelligent automation with human concierge support to guide families through aging, end-of-life, and after-loss transitions.
bQuest equips advisory firms with an integrated platform, a vetted national provider network, and white-glove assistance. This enables advisors to guide clients through life’s most complex transitions, helping protect relationships and assets when they’re most at risk.
“bQuest turns difficult life events into moments of service and loyalty,” said Marshall Smith, Managing Director of First Rate Ventures. “Pairing explainable AI with a curated care network gives advisors superpowers—adding value outside the traditional financial markets and planning.”
“This investment and partnership with First Rate accelerates our mission,” said Lauren Clough, Co‑Founder & CEO of bQuest. “Together we’ll bring the bQuest Care Agent to more advisors—empowering them to deliver trusted, timely guidance to families when it matters most.”
With First Rate Ventures as lead investor and strategic build partner, bQuest will accelerate development of its AI Care Agents, expand its national provider network, and scale its human concierge services—all seamlessly integrated within the advisor experience.
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