FIRST RATE AT A GLANCE

More Than Performance

Through First Rate’s holistic view of engagement we deliver adaptable and tailored solutions that sustain long-term relationships.

X

First Rate has been
in business since 1991.

And is employee owned
(100 employees).

More than 500 financial
service clients worldwide

More than 2 million
portfolios are measured

More than $2 trillion
in assets are reported

More than 85,000 returns calculated per second