FIRST RATE
First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement they deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record – including more than 20 years of experience – 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 – and enduring – 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 – and their investors.
FIRST RATE
Industry:
Finance Financial Services Software
Founded:
1991-01-01
Status:
Active
Contact:
888-393-7283
Technology used in webpage:
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Current Advisors List
Advisor
2020-01-01
Current Employees Featured
Bo McWilliams Chief Technology Officer @ First Rate
Chief Technology Officer
2020-01-01
Craig Wietz Managing Director @ First Rate
Managing Director
Terry Gaines General Manager @ First Rate
General Manager
2020-11-01
Deborah Repak Managing Director - First Rate Global @ First Rate
Managing Director - First Rate Global
2017-02-01
Craig Wietz President @ First Rate
President
2011-03-01
Trina Stone Executive @ First Rate
Executive
David Stone Founder @ First Rate
Founder
1991-07-01
Marshall Smith Chief Operating Officer @ First Rate
Chief Operating Officer
2020-02-01
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2015-02-18 | Helijia | First Rate investment in Series C - Helijia | 50 M USD |
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