DATA AGGREGATION · PERFORMANCE · REPORTING · INSIGHTS

TECHNOLOGY AS
IT SHOULD BE

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INNOVATION

Flexible Solutions that

Drive Growth and Efficiency

BETTER PERFORMANCE. BETTER RESULTS.

First Rate exists to help wealth management firms
grow and thrive as stewards of their clients’ investments.

Wealth Management Solutions

Trusted. Secure. Scalable.

With purpose-built technology to serve each unique marketplace, First Rate prides itself on utilizing its 30+ years of expertise to create innovative solutions and service sets that meet each firm’s unique needs.

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MARKETS WE SERVE

Asset
Management

Registered
Investment Advisors

Bank
Trust

Foundations &
Endowments

Alternative Asset
Management

Broker
Dealer

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About Us

Why First Rate?

Let’s be honest – we aren’t the new kid on the block! With more than 30 years in the wealth management industry, First Rate maintains its ability to create innovative solutions that help our clients and business partners scale. We are family-oriented and faith-driven, showing up to work every day thinking about how to better serve our clients, communities, and co-workers.

We are the <3 of WealthTech.

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