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
First Rate Ventures Invests in RegAlytics
RegAlytics provides the world’s most comprehensive and customizable cross-sector regulatory alert service.
First Rate Launches $25M Venture Capital Fund
Ventures is the first Dallas/Fort Worth-based FinTech-focused Venture Capital firm leading investments in high-potential companies in WealthTech, RegTech, and Innovative..Read More
First Rate Acquires Vantage Software to Launch into the Alternative Asset Management Space
Vantage offers a fully comprehensive suite of modules to strategically monitor their investments, streamline accounting and reporting, collaborate on deal..Read More
First Rate Invests in Strategic Innovation Lab Based in Pune
The Innovation Lab focuses on producing and delivering emerging technology such as AI and ML to solve key unmet needs..Read More
First Rate Investment Performance as a Service Comes to Market
IPAAS enables providers of wealth management technology a subscription-based capability to present investment performance calculations with their native platforms.
BY THE NUMBERS
AWARDS & INDUSTRY RECOGNITION
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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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