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.
Live! by Loews, Arlington, TX
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!


Hotel Check-In
Cocktail Hour at Live! By Loews
WealthTech Connect Welcome Party
Cocktails and Dinner
Networking Breakfast
Welcome to First Rate WealthTech Connect
Session 1 - Innovation at First Rate
Break
Session 2 - First Rate Solution Upgrades & Enhancements
Lunch - Arlington Life Shelter Involvement
Session 3 - Industry Updates & Trends
Featured Guest Speaker: TBA
Session 4 - Panel Discussion with First Rate Ventures & Partners
Breakout Sessions by Market Assessment
The Stars at Night (Dinner Event)
- Texas Tour
- Dinner with Guest Speaker (To Be Announced)
- Casino Night
Dress Code: Texas Formal (Metallics Encouraged)
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