FIRST RATE

first-rate-logo

First Rate exists to help wealth management companies grow and thrive as stewards of their clientโ€™s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rateโ€™s holistic view of engagement they deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record โ€“ including more than 20 years of experience โ€“ our relentl... ess focus on meeting the diverse needs of our partners is unmatched in the industry. They design the best technologies and foster superior client relationships, so our partners can prosper by providing similar successful โ€“ and enduring โ€“ relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business โ€“ and their investors.

#SimilarOrganizations #People #Financial #More

FIRST RATE

Social Links:

Industry:
Finance Financial Services Software

Founded:
1991-01-01

Status:
Active

Contact:
888-393-7283

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics WordPress Content Delivery Network Google Universal Analytics Font Awesome


Similar Organizations

janus-henderson-investors-logo

Janus Henderson Investors

Janus Henderson Investors is an asset manager that helps their clients achieve their financial goals.


Current Advisors List

prabhakar-reddy_image

Prabhakar Reddy Strategic Advisor @ First Rate
Advisor
2020-01-01

Current Employees Featured

bo-mcwilliams_image

Bo McWilliams
Bo McWilliams Chief Technology Officer @ First Rate
Chief Technology Officer
2020-01-01

craig-wietz_image

Craig Wietz
Craig Wietz Managing Director @ First Rate
Managing Director

terry-gaines_image

Terry Gaines
Terry Gaines General Manager @ First Rate
General Manager
2020-11-01

deborah-repak_image

Deborah Repak
Deborah Repak Managing Director - First Rate Global @ First Rate
Managing Director - First Rate Global
2017-02-01

craig-wietz_image

Craig Wietz
Craig Wietz President @ First Rate
President
2011-03-01

trina-stone_image

Trina Stone
Trina Stone Executive @ First Rate
Executive

david-stone_image

David Stone
David Stone Founder @ First Rate
Founder
1991-07-01

marshall-smith_image

Marshall Smith
Marshall Smith Chief Operating Officer @ First Rate
Chief Operating Officer
2020-02-01

Founder


david-stone_image

David Stone

Investments List

Date Company Article Money raised
2015-02-18 Helijia First Rate investment in Series C - Helijia 50 M USD

More informations about "First Rate" on Search Engine