Not Your Ordinary WealthTech Provider

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

Breaking the Bias – International Women’s Day 2022

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 LAUNCHES $25M VENTURE CAPITAL FUND

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 Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards

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 [...]

Democratizing ESG Data (and why that’s not easy to do)

Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]

ESG Investing: The Past, Present, and Future White Paper

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 POWERS SUSTAINABLE FUND RESEARCH FOR PURPOSE CAPITAL ADVISORS

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 [...]

AI Use Cases, Today and Tomorrow (Part II): Rethinking Reporting

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 [...]

AI Use Cases, Today and Tomorrow (Part I): Automation for Aggregation

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 [...]

Four Challenges of ESG Investment Data and How to Solve Them

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 [...]

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