First Rate Lead Analyst Leads the Fight for Kids in Need at Camp Impact

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 [...]

Build Your House on the Rock: The Aftermath of Hurricane Harvey

Emily Traxler( Chief Marketing Officer, Director )Emily Traxler, Chief Marketing Officer, Director, has been with First Rate since 2010. In her role she manages the Marketing team to expand [...]

The 10 Year Transformation: Building Business Development by Embracing Business as a Mission

Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]

The Unexpected Adventure of Hyderabad: Building Long-Distant Relationships that Will Last a Lifetime

Debra Detweiler( Product Manager, Products – Reporting & Analytics )Debra L. Detweiler, Product Manager – Reporting & Analytics, has been with First Rate since 2017. You can connect [...]

Fueling a GM’s Passions: A Journey of First Rate Values

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

Three Ways an HR Generalist Empowers Others by Living Out First Rate Values

Danielle Snailer( HR Generalist & Trainer )Danielle was hired at First Rate in 2008 on a part-time basis following her graduation from college and became a full-time employee the following year. [...]

First Rate: The New Hall of Famer

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

Transforming Lives in India

In 2013, Marshall Smith and Bo McWilliams had a vision to develop First Rate’s first office in Hyderabad, India. With the help of Praveen Pagadala and Rob Bethmann, this vision became a reality [...]

What is a Social Business?

The first thing that might come to mind is a business that sells social media or communication services. But that’s NOT at all what social business is. Social Business, by definition, is a [...]

Impact Investing: What’s the Hype About?

Impact Investing is one of the hottest buzzwords in the wealth management industry today. Gaining traction from investors that want to be financially and socially aware, this type of investment [...]

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