News

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

Thursday, June 27, 2024

Blog Post

First Rate's Inaugural International Company Retreat: A Journey of Growth and Connection

Wednesday, May 22, 2024

News

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

Blog Post

2023 First Rate Wealthtech Connect: Reimagining the Future

Thursday, October 19, 2023

Blog Post

Navigating the WealthTech Frontier: Insights from The Ventures in WealthTech Podcast

Thursday, October 05, 2023

Blog Post

From Local To Global: How First Rate Is Changing The Game With Its Mission-Driven Approach

Wednesday, April 12, 2023

For over 30 years, First Rate has embedded its core values of Love, Give, Serve, and Enjoy into every…

Q and A

Q & A: Inside The Day & Life Of The First Rate Wealth Managing Director

Tuesday, January 10, 2023

On September 23, 2022, The Arlington Chamber of Commerce, in partnership with Arlington Today, announced…

Blog Post

A Match Made In Financial Heaven: 3 Ways Tech Is Re-Shaping The Financial Advisor And Investor Relationship

Wednesday, September 14, 2022

We sat down with CEO and Founder of WealthRamp, Pam Krueger, to discuss the challenges that investors…