Marshall Smith Email & Phone Number
Co-Founder | The Capital Guy @ WealthTech Founder's Lab
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Marshall Smith Location
- Texas, United States
Marshall Smith Work
- Senior Advisor @ (May 2026 - Present)
- Managing Director @ (December 2021 - April 2026)
- Co-Founder | The Capital Guy @ (May 2026 - Present)
- Managing Partner @ Arlington Venture Partners (October 2024 - Present)
- Co-Founder and Head of Advisory Board @ (April 2023 - Present)
- Investor | Strategic Advisor @ (August 2025 - Present)
- Investor | Strategic Advisor @ (October 2025 - Present)
- Senior Advisor @ (August 2025 - Present)
- Investor | Strategic Advisor @ (May 2024 - Present)
- Investor | Strategic Advisor @ (February 2022 - Present)
- Investor @ (March 2022 - Present)
- Senior Advisor @ (May 2026 - Present)
- Managing Director, First Rate Ventures @ (December 2021 - April 2026)
- Chief Operating Officer @ (February 2020 - December 2021)
- Chief Product Officer @ (March 2017 - January 2020)
- Business Head and General Manager - Managing Director, Service Bureau @ (April 2011 - March 2017)
- Chief Marketing Officer @ (February 2014 - March 2016)
- Client Service Manager - Investment Performance @ (April 2010 - April 2011)
- Operations Supervisor - Investment Performance @ (April 2008 - April 2010)
- Senior Performance Analyst @ (June 2006 - March 2008)
- Co-Founder | Board Director | Accelerator Selection Committee @ (April 2023 - July 2026)
- Investor and Strategic Advisor @ ListButler AI (October 2023 - August 2024)
- CE Member @ (July 2016 - March 2024)
Marshall Smith Education
- Dartmouth College
BA (Economics, Minor Religion)
- UC Santa Barbara
Exchange term at UCSB
Marshall Smith Skills
- Alternative Investments
- Analytical Skills
- Artificial Intelligence (AI)
- Business Development
- Business Planning
- Business Process Outsourcing
- Business Strategy
- Carve-outs
- Communication
- Corporate Finance
- Corporate Venture Capital
- Data Aggregation
- Due Diligence
- Early-stage Startups
- Entrepreneurship
- Executive Management
- FinTech
- Finance
- Financial Reporting
- Financial Services
- Financial Transactions
- Fund Accounting
- GIPS
- Impact Investing
- Internet Banking
- Investment Banking
- Investment Performance
- Investments
- Leadership
- Management
- Management Consulting
- Marketing
- Marketing Strategy
- Mergers & Acquisitions (M&A)
- Multi-currency
- Negotiation
- P&L Management
- Performance Measurement
- Portfolio Management
- Private Equity Funding
- Product Development
- Sales
- Sales Management
- Sales and Marketing
- Strategic Planning
- Tax Compliance
- Transaction Advisory
- Transaction Advisory Services
- Venture Capital
- Wealth Management
- regtech
Marshall Smith Summary
- Marshall Smith, based in Texas, United States, is currently a Co-Founder | The Capital Guy at WealthTech Founder's Lab. Marshall Smith brings experience from previous roles at First Rate Ventures, Arlington Venture Partners and WealthTech Strategy Partners. Marshall Smith holds a BA in Economics, Minor Religion @ Dartmouth College. With a robust skill set that includes Alternative Investments, Analytical Skills, Artificial Intelligence (AI), Business Development, Business Planning and more. Marshall Smith has 4 emails and 1 mobile phone numbers on RocketReach.
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