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 [...]

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 [...]

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 [...]