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First Rate, Inc

About

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ 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, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

Country

US

Address

1903 Ascension Blvd., Arlington, TX

Postal Code

76006

Company Type

Privately Held

Employees

194

Industry

Software Development

Specialties

Investment performance; investment performance measurement; investment performance reporting software; investment performance technology; investment performance software; portfolio attribution analysis; investment performance attribution

Top Decision Makers · 1

Co-Founder

Person Avatar

Dave Stone

United States

Email

******@***.com

Phone

(**) *** ****

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