First Rate
Financial Software · Texas, United States · 51-200 Employees
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Overview
Headquarters
1903 Ascension Blvd, Arlington, Texas, 7...Phone Number
(817) 525-1900Website
www.firstrate.comRevenue
$41.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
4
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About First Rate
First Rate, Inc. is a global leader in WealthTech, boasting over 30 years of experience in providing innovative technology solutions tailored for the wealth management industry. The company serves a diverse clientele including institutional investors, broker-dealer RIAs, alternative asset management firms, and family offices with assets under management ranging from 5 billion to over 10 billion. First Rate continues to expand its global footprint, enhancing its offerings and maintaining a strong commitment to customer service and technological advancement. Its corporate philosophy, First Rate Living, emphasizes employee empowerment to sustain high-quality product and service delivery.Explore more
First Rate Org Chart
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First Rate Tech Stack
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A front-line source in Construction & Real Estate has indicated that the organization has completed initiatives related to prequalification software within the last nine months.
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First Rate News & Media
First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations
ARLINGTON, Texas--(BUSINESS WIRE)--First Rate launches Alts Data Management solution to automate workflows, reduce errors, and deliver real-time insights for alternative investments.Fispoke Receives Investment First Rate Ventures
Fispoke, an Arlington, TX-based WealthTech company, received an investment from First Rate Ventures. The amount of the deal was not disclosed. First Rate Ventures, the WealthTech corporate venture capital fund, provided guidance and is the lead investor in this initial funding round. The company intends to use the funds to expand operations and development efforts. […] The post Fispoke Receives Investment First Rate Ventures appeared first on FinSMEs.First Rate Announces Investment and Strategic Partnership with Fispoke
ARLINGTON, Texas--(BUSINESS WIRE)-- #FinTech--First Rate announces strategic partnership and investment in Fispoke to revolutionize wealth management with advanced integrated financial solutions.First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Directors
ARLINGTON, Texas--(BUSINESS WIRE)--First Rate strengthens its Board with April Rudin, CEO of The Rudin Group, a seasoned marketing strategist, fortifying its industry leadership.
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First Rate, Inc. is a global leader in WealthTech, boasting over 30 years of experience in providing innovative technology solutions tailored for the wealth management industry. The company serves a diverse clientele including institutional investors, broker-dealer RIAs, alternative asset management firms, and family offices with assets under manag... Read More
