First Rate: The Heart & Soul of WealthTech

A global leader in WealthTech with more than 30 years of experience. First Rate provides innovative technology solutions to the wealth management industry.

First Rate Corporate Office

Comprehensive WealthTech
for a Better Future.

At First Rate we’re always put serving our customers, coworkers and communities first. It’s the reason we are still thriving after more than 30 years of developing innovative WealthTech.

To better serve our customers in the future, we will continue to provide you with new market offerings and expand our family of brands. By partnering with us, you will have long-term access to innovative technology and world-class service, all created to help you build your business.


First Rate Firsts

1993 First PC-based performance solution
1997 First WealthTech to provide web based performance reporting
2006 Introduced Multi-Currency Performance Reporting
2008 Added API access to Performance Data
2010 First standard multi-currency interface with Global Plus
2013 First office opened in India - Hyderabad
2017 First office in APAC - Hong Kong
2020 Added AI, ML, and NLP capability to platform
2021 Launched First Rate Ventures
2022 First Latin America acquisition - Finantech

Growing our global impact

Our portfolio and footprint are growing around the world. First Rate has a presence on four continents, and over the coming years, we will continue to expand our global footprint. Through our continuous innovation, our customers are able to more easily manage the most internationally diverse and complex portfolios. The way we see it, no corner of the financial world should be beyond reach.

Learn More About Global Offices
Grayson Greer Managing Director Global
First Rate Corporate Office

First Rate Living

We’ve developed a special corporate philosophy that enables our people to achieve a rewarding work/life balance. We call it First Rate Living, and it’s one of the reasons why we’re able to provide products and service of the highest quality. Empowering our people is what powers our success.

Learn More about First Rate Living
Partner with a change agent in Global WealthTech