First Rate’s First Employee Shares Over 25 Years of Passion for His Community

A Strong Foundation Empowers Growth and Expansion

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

3 Ways to Evaluate the True Value of Your Tech Stack

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

First Rate Announces Organizational Changes

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

The Fintech Unicorn Reimagined: The Sad Ending for Many Fast and Furious Fintechs

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

The Fintech Unicorn Reimagined: What Happens When the Stars Don’t Align

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

Things Change and So Does Security: 4 Areas to Invest in Protecting Your Firm from A Security Breach During COVID-19

Jay Anthony( Chief Compliance Officer )Audit Liaison provides audit preparedness and support services for SSAE 18 – SOC 1 & SOC 2 audits, ISO 27001 audits, PCI DSS audits, FISMA-FedRAMP [...]

First Rate ‘Pays It Forward’ to Fight the Effects of COVID-19

Blake Miller( Corporate Chaplain )Blake joined First Rate in 2018 as our Corporate Chaplain.Blake joined First Rate in 2018 as our Corporate Chaplain. www.firstrate.com

The Fintech Unicorn Reimagined: When Disruptors Become Desperate Who Will Survive?

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]