ABOUT US

OUR STORY

First Rate came from a calling God gave to founders Trina and Dave Stone. How can business exist to be more than just a business – what does that mean, what does it look like, and how can it impact our clients, co-workers, and our community?

Hear from the Stone’s on the mission they were given and what it means to them and to our organization.

Read more about First Rate Living and the impact we are trying to make here!

OUR HISTORY

BY THE NUMBERS

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TEAM MEMBERS
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TRILLION IN AUM
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YEARS OF EXPERIENCE
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MILLION PORTFOLIOS MEASURED

AWARDS & INDUSTRY RECOGNITION

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MEET OUR TEAM

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TRINA STONE

Executive Chair & Co-Founder

DAVID A. STONE

CEO & Co-Founder

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CRAIG WIETZ

President

JOIN OUR TEAM

Voted one of the Dallas Business Journal’s 50 Best Places to Work!

First Rate is a fast-growing, innovative financial technology, and service provider to the wealth management industry. With offices located around the world, we pride ourselves on cultivating new opportunities for team members to experience different cultures and workplaces/space. Headquartered in Arlington, Texas (yes we can see the Cowboys Stadium right across the highway), we employ more than 100 team members, and have been historically recognized as top place to work.

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