
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.
US
1903 Ascension Blvd., Arlington, TX
76006
Privately Held
194
Software Development
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
Dave Stone
United States
******@***.com
Phone
(**) *** ****
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