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ABOUT US

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

HISTORY

  • Where it All Began

    Where it All Began

    The First Rate journey began in 1991 with a vision for a new model of success: to be Your Performance..Read More

  • Trailblazers

    Trailblazers

    By 1993, First Rate led the industry with one of the first PC-based rate of return calculation engines.

  • Services With Purpose

    Services With Purpose

    In 1996, First Rate launched fully outsourced Back Office & Front Office solutions. This accomplishment was followed shortly in 1997..Read More

  • 10 Years and Growing

    10 Years and Growing

    By 2001–after only 10 years of business–First Rate had provided performance solutions to 15 clients, hired 50 employees, and added..Read More

  • “Best Places to Work”

    “Best Places to Work”

    In 2009, Dallas Business Journal named First Rate one of the “Best Places to Work”.

  • Defining Our Products

    Defining Our Products

    In the next decade, First Rate continued to build a broader base of industry offerings with the introduction of ACE,..Read More

  • Going Mobile

    Going Mobile

    With the evolution of on-the-go web-based technology, First Rate launched Mobile in 2013, allowing advisors access to investor information at..Read More

  • The-All-In-One Platform

    The-All-In-One Platform

    In 2014, First Rate launched our comprehensive wealth management platform ARKON, allowing single-point access to investors’ information. First Rate also..Read More

  • ExecView to the Rescue

    ExecView to the Rescue

    In 2016, First Rate united our foundational solutions (Advisor, Professional, and Express) into a consolidated tool called ExecView which provides..Read More

  • Going Global

    Going Global

    In 2016, First Rate opened an office in Hong Kong to bring the Asia-Pacific region a holistic web-based console designed..Read More

  • Present Day

    Present Day

    Today we continue our mission of anticipating investment industry needs. New products, technology, and services remain the focus.

LEADERSHIP

DAVID A. STONE

Chief Executive Officer and Founder

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TRINA STONE

Chief Financial Officer and Founder

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CRAIG WIETZ

President

Join Us

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

First Rate, Inc. is a fast-growing financial software company, serving financial institutions worldwide. Our company was founded in 1991 and has experienced steady growth in revenue. First Rate employs more than 80 team members, and we’ve historically been voted one of the Dallas Business Journal’s 50 Best Places to Work. Our company culture is embodied by our core values: Love, Give, Serve, & Enjoy!

FIRST RATE LIVING

Businesses have the opportunity to enhance the lives of people associated with the business – that includes co-workers, customers, and communities. Businesses must be held to the highest standard of conduct. What is that standard? Learn more about First Rate Living and the mission to carry out First Rate’s values to Love, Give, Serve, and Enjoy.

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