News

First Rate Inc. Wins Triple Honors at WealthBriefing Wealth For Good Awards 2024

Thursday, June 27, 2024

News

First Rate Announces Investment and Strategic Partnership with Fispoke

Wednesday, June 05, 2024

News

First Rate Wins Big at FTF Awards 2024

Monday, June 03, 2024

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First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Advisors

Wednesday, March 20, 2024

Bolsters Board with Strategic Marketing Expertise

News

First Rate Named a Finalist in the Eleventh Annual Family Wealth Report

Tuesday, March 19, 2024

News

First Rate Acquires Wealth Management Platform And Partners For Compliance

Sunday, April 23, 2023

First Rate, a leading wealthtech services provider to the wealth management industry, today announced…

News

WTax And First Rate Partner To Enhance Withholding Tax Infrastructure For Investors

Thursday, February 02, 2023

First Rate, a leading wealthtech service provider to the wealth management industry, today announced…

News

First Rate Launches Into Latin America Through Acquisition Of FinanTech Spa

Thursday, January 19, 2023

First Rate, a leading wealthtech services provider to the wealth management industry, today announced…

News

First Rate Announces Final Phase Of Market Centric Alignment

Tuesday, August 09, 2022

First Rate, a leading provider of financial technology and services to the wealth management industry,…

News

First Rate Announces Multi-Year Strategic Partnership Extension With SEI

Tuesday, July 19, 2022

First Rate, a leading provider of wealth management solutions to the financial services marketplace,…