Network with Industry Peers
Catch Up on the Latest Trends
Learn About Innovative Solutions

As First Rate has evolved over the years, there is one thing that remains constant – our passion for connection. First Rate is hosting our very first WealthTech Connect conference this year and you’re invited!

Join us to network, collaborate with peers, hear from industry experts, and learn about the latest WealthTech technology that is paving the way to the future.

Early Bird Registration is $500 until July 31, 2023.

After July 31st, conference participation will be $1,000 per person.


  • Venue
  • Map
  • Book

Live! by Loews, Arlington, TX

Address: 1600 E Randol Mill Road, Arlington, Tx 76011
Phone: (833) 449-1207


An upscale hospitality experience, the stylish resort offers unparalleled, easy access to all of Arlington’s Entertainment District, making Live! by Loews, Arlington, TX the perfect fit for the 2023 First Rate WealthTech Connect Conference!

Receive a discount by booking your hotel with the First Rate group link. Book today to reserve your room!

  • October 11, 2023
  • October 12, 2023
  • October 13, 2023

Hotel Check-In

4:00PM CT

Cocktail Hour at Live! By Loews

5:00PM CT

WealthTech Connect Welcome Party

Cocktails and Dinner

6:00PM-9:00PM CT

Networking Breakfast

8:00AM CT

Welcome to First Rate WealthTech Connect

9:00AM CT

Session 1 - Innovation at First Rate

10:00AM CT


10:30AM-10:45AM CT

Session 2 - First Rate Solution Upgrades & Enhancements

11:00AM CT

Lunch - Arlington Life Shelter Involvement

12:00PM CT

Session 3 - Industry Updates & Trends

Featured Guest Speaker: TBA

1:00PM CT

Session 4 - Panel Discussion with First Rate Ventures & Partners

2:00PM CT

Breakout Sessions by Market Assessment

3:00PM CT

The Stars at Night (Dinner Event)

  • Texas Tour
  • Dinner with Guest Speaker (To Be Announced)
  • Casino Night

Dress Code: Texas Formal  (Metallics Encouraged)

Women Men
  • Cocktail, Midi, or Maxi dress, Pantsuit, Jumpsuit
  • Heels, Dressy Flats, Strappy Sandals
  • Jewelry, Clutch, Shawl
  • Dark Suit, Suit Jacket, Blazer, Dress Shirt, Dress Pants
  • Dressy Loafers, Lace-Up Shoes
  • Tie, Cuff Links, Belt, Dress Socks
6:30PM-9:00PM CT

Fairwell Breakfast

8:00AM CT

First Rate & Clients 1:1s

Upon Request

Hotel Check-Out

11:00AM CT

For more information on WealthTech Connect, please contact [email protected].


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