Not Your Ordinary WealthTech Provider

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

First Rate Announces Market Centric Alignment

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 [...]