First Trust Portfolios

Investor type

VC

Founded

1991

AUM

-

Location

United States

Investment Ticket

$1-5 m

Investment Stage

Series B

Region of investment

North America
Investor profile last updated: 11 February, 2022

Profile

First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies.





Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results.

Industry

Business Services (B2B) Fintech Cannabis Consumer Products Consumer Services (B2C) Financial Services

Contacts

Name
Title
Email
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Daniel Affetto Managing Director, National Sales
Managing Director, National Sales
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Pat Woelfel Sr Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting
Senior Vice President | Advisory Consulting Group | Director of Digital & Social Media Consulting
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Investment-team contacts for First Trust Portfolios — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
Instant access on the web. Plans from $129/month — see pricing.
Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about First Trust Portfolios

First Trust Portfolios is a venture capital firm. It backs companies at Series B, writing tickets of $1-5 m.
First Trust Portfolios is located in United States.
First Trust Portfolios was founded in 1991.
First Trust Portfolios invests in companies and startups in Business Services (B2B), Fintech, Cannabis, Consumer Products, Consumer Services (B2C), Financial Services.
First Trust Portfolios invests in companies and startups in North America.
First Trust Portfolios invests in companies and startups at Series B.
First Trust Portfolios usually invests $1-5 m on average.
First Trust Portfolios can be reached through its website ftportfolios.com, its LinkedIn page and its X account. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for First Trust Portfolios — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query First Trust Portfolios directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.
Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 11 February, 2022. Something out of date here? Report it — we re-run that firm within 48h and get back to you.