First Rate
Highly Engaged Employees

Q: What is First Rate's official website?

First Rate's official website is www.firstrate.com

Q: What is First Rate's Revenue?

First Rate's revenue is $41.9 Million

Q: How many employees does First Rate have?

First Rate has 51-200 employees

Q: What industry does First Rate belong to?

First Rate is in the industry of: Financial Software , Software

Q: What is First Rate competition?

First Rate top competitors include: SHP , Quest Analytics , Assette , Infovisa

Q: What companies has First Rate acquired?

First Rate has acquired the companies: InvestEdge, Vantage Software, Finantech

Q: What technology does First Rate use?

Some of the popular technologies that First Rate uses are: Microsoft IIS, WordPress.org, PHP, Cloudflare Website Optimization

Q: Who is the CTO of First Rate?

First Rate's CTO is Bo McWilliams

Q: How do I contact First Rate?

First Rate contact info: Phone number: (817) 525-1900 Website: www.firstrate.com

Financial Software · Texas, United States · 51-200 Employees

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Overview

Headquarters

1903 Ascension Blvd, Arlington, Texas, 7...

Phone Number

(817) 525-1900

Website

www.firstrate.com

Revenue

$41.9 Million

Industry

Financial Software

Software

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

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SIC Code 73,737NAICS Code 54,541Show more

First Rate Org Chart

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Bo McWilliams

Chief Technology Officer

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Craig Wietz

President

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Deniqua Hill

Chief Administrative Officer

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Ahmad El-Katib

Chief Product Officer

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Michael DingesPresident & CEO

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First Rate Tech Stack

A closer look at the technologies used by First Rate

PHP

Cloudflare Website Optimization

Cloudflare

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Frequently Asked Questions Regarding First Rate

What is First Rate's official website?

First Rate's official website is www.firstrate.com

What is First Rate's Revenue?

First Rate's revenue is $41.9 Million

What is First Rate's SIC code?

First Rate's SIC: 73,737

What is First Rate's NAICS code?

First Rate's NAICS: 54,541

How many employees does First Rate have?

First Rate has 51-200 employees

What industry does First Rate belong to?

First Rate is in the industry of: Financial Software, Software

What is First Rate competition?

First Rate top competitors include: SHP, Quest Analytics, Assette, Infovisa

What companies has First Rate acquired?

First Rate has acquired the companies: InvestEdge, Vantage Software, Finantech

What technology does First Rate use?

Some of the popular technologies that First Rate uses are: Microsoft IIS, WordPress.org, PHP, Cloudflare Website Optimization

Who is the CTO of First Rate?

First Rate's CTO is Bo McWilliams

How do I contact First Rate?

First Rate contact info: Phone number: (817) 525-1900 Website: www.firstrate.com

What does First Rate do?

What are First Rate social media links?

First Rate Linkedin page First Rate Twitter page First Rate Facebook page

Is First Rate a public company?

First Rate is private company therefore does not currently have an official ticker symbol

See more information about First Rate

First Rate Latest Hires and Their Positions

First Rate is expanding and recently hired new employees. Here are the latest additions to the team.

Patrick Stewart

Application Support Analyst

Joined Jul 1, 2026

Phone

Preston Smith

Operations Analyst

Joined Jul 1, 2026

Phone

Paula Pizarro

Semi Senior Software QA Analyst

Joined May 7, 2026

Phone

DeAnn White

HR Generalist

Joined Apr 29, 2026

Phone

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