Q&A With First Rate CTO of the Year Finalist

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 [...]

30 Years of First Rate Living in God’s Company

David Stone( Chief Executive Officer & Founder )David A. Stone is the founder and CEO and Founder of First Rate. Stone acts as the visionary for the firm, providing direction for product [...]

Segmenter Vs Integrator: How were we affected by the Pandemic?

Grayson Greer( Investment Performance Auditor )Grayson is an Account Executive at First Rate with a demonstrated history of working across cultures and managing offshore teams. A champion of [...]