A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

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 [...]

5 Ways First Rate Has Continued to Evolve and Expand Despite 2020

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 [...]

Community Through Harmony: How First Rate Thought Leader Leads Her Community Through Music

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 [...]

Coincidence, Destiny, or Decisions: A Journey That Led to Fulfilling a Passion to Love Give Serve and Enjoy

Philip Gobble( Investment Performance Auditor )Philip Gobble joined First Rate in February 2020 as an Investment Performance Auditor. He is an experienced Business Operations Specialist with a [...]

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 [...]

First Rate Announces Restructuring of Leadership Team

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 [...]

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 [...]