First Rate was founded more than 30 years ago by Dave and Trina Stone. They wanted to create a business that would serve clients, coworkers, and communities with dedication, humility, and gratitude. They both felt this powerful calling to serve and have centered their company around it. As a result, First Rate has grown into a global wealthtech firm with staff representing diverse cultures, faith, and talents. We work together in an environment that enables everyone to thrive, and the values we embrace provide many intangible benefits to our customers.
The average tenure of a First Rate customer is more than 14 years. They say our innovative technology and unmatched service are the primary reasons why they don’t want to leave. And, of course, they don’t want us to go anywhere either. We’re independent today, and we’re going to stay that way. Wealth management is a long-term venture. Partnering with a wealthtech firm should be too.
First Rate has a presence on four continents, and we 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.
We’re in the business of maximizing human potential – ours and yours. We do it by treating our people like royalty, so they’re motivated to exceed expectations, building innovative technology and serving our customers at a higher level. We encourage you to join us in our mission.