First Rate Announces Restructuring of Leadership Team

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

First Rate Announces Organizational Changes

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

The Fintech Unicorn Reimagined: The Sad Ending for Many Fast and Furious Fintechs

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

The Fintech Unicorn Reimagined: What Happens When the Stars Don’t Align

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]