Oct 11-13, 2023 | Arlington, TX
Network with Industry Peers | Learn About Innovative Solutions | Catch Up on the Latest Trends

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.

WealthTech Connect Agenda

All times in Central Daylight Time

4:00 PM | Hotel Check-In

4:30 PM - 8:00 PM | Welcome Social

We’ve missed you! Join our Welcome Social to see the new and the old faces of our First Rate community. Enjoy an evening of networking as we kick off the first-ever First Rate WealthTech Connect!

  • Where: Live! By Loews on the 2nd Floor Terrace
  • What: Hors d’Oourves & Spirits
  • Dress: Business Casual 

7:30 PM | Explore Arlington

The Live! By Loews hotel is located in the heart of The Arlington Entertainment District. Grab a friend, old or new, and enjoy what our city has to offer you!

Nearby, you might be interested in:

  • Texas Live! - Just next door to the Loews hotel, you can enjoy live music, sports, and indulge with several food & drink vendors at Texas Live!. You might even have the chance to experience a true game day in Arlington, TX as the Rangers have advanced to the playoffs and there is chance for a game on Wednesday! If this is the case, please plan your evening accordingly due to game day logistics around the Entertainment District.
  • Cidercade Arlington - The largest arcade in Arlington! $12 admission for unlimited play on hundreds of classic and modern arcade games! Enjoy beverages from Bishop Cider.
  • Six Flags - Currently hosting Fright Fest & Oktoberfest Activities!
  • Our Coworkers Nearby Go-To’s:
  • Other Local Hits


6:45 AM - 7:30 AM | Run with Rob (or walk with Sabine)

  • As known around First Rate, Runnin’ Rob (Rob Bethmann), will be leading an optional group run with up-close views of Globe Life Park and the AT&T Stadium. You can follow more of Rob's running journey on LinkedIn with #RunninRob and #RunningWealthTech.
  • Sabine Adams (Managing Director, Managed Hosting at First Rate) will also be leading a group walk through a similar route of the Arlington Entertainment District.
  • Meet in the lobby at 6:45 AM

7:30 AM | Morning Devotional with First Rate's Corporate Chaplain

  • Arlington Ballroom H

8:00 AM - 9:00 AM | Rise and Connect

  • Networking Breakfast
  • 2nd Floor Foyer


9:00 AM – 9:10 AM | Opening Keynote 

  • Welcome to First Rate WealthTech Connect - Charting the Path Ahead
    • Craig Wietz - President at First Rate

9:10 AM - 10:00 AM | Honoring the Legacy and Pioneering the Future

Learn about the rich history and groundbreaking achievements of First Rate as we celebrate our legacy and dive into the impact we strive to have on our clients, communities and coworkers.

  • First Rate Foundations
    • Rachel Guy - Managing Director, Trust <$5B at First Rate
    • Rob Bethmann - Managing Director, Broker Dealer & RIA at First Rate
  • First Rate Global Updates
    • Grayson Greer - Managing Director, Global at First Rate

10:00 AM - 10:25 AM | Serving the Future of Wealthtech Pt. 1

Learn how First Rate is looking at and paving the way forward with our solution set to answer more needs in the wealth management industry.

  • Core 2.0
    • Haley Thomas - Product Specialist, Reporting & Analytics at First Rate
    • Alex Serman - Managing Director, Wealth >$10B+ & Institutional at First Rate
    • Brian Puerschner - Business Development Manager, Wealth & Institutional at First Rate

10:25 AM - 10:45 AM | Morning Break  

10:45 AM - 11:45 AM | Serving the Future of Wealthtech Pt. 2

Discover how First Rate is looking at and paving the way forward with our solution set to answer more needs in the wealth management industry.

  • From Acquisition to Transformation: Financial Aggregation to Impact Your Business
    • Emily Traxler, Managing Director Data Services, First Rate
  • Compliance with InvestEdge
    • Jeff Cowley, President at InvestEdge
    • Brandon Molina, CEO at InvestEdge
  • After Tax Benchmarks
    • Alex Serman - Managing Director, Wealth >$50B+ & Institutional at First Rate

11:45 AM - 12:00 PM | Lunch With Love

Learn to Love and Serve like First Rate while participating in a community service project with us.

  • Kathryn Stone - First Rate Living Manager at First Rate
  • Blake Miller - Corporate Chaplain at First Rate

1:00 PM - 2:00 PM | What's Next In WealthTech

Join Kendrick as he shares his insights on the future of wealth management technology. Learn about the latest trends that will shape the industry's future.

2:00 PM - 3:00 PM | WealthTech Shark Tank: Investing In Our Future

Witness an exciting pitch session as First Rate Ventures presents promising startups showcased in the inaugural class of The Founders Arena. Watch as entrepreneurs compete for investment and support in their quest to transform the industry

Marshall Smith - Moderator - First Rate Ventures at First Rate

    • Manifest - streamlines the consolidation of old retirement accounts, offering employers an efficient solution.
    • Lumiant - offers a cloud-based client experience platform that helps clients and advisors connect around their finances and life goals.
    • InvestSuite - enables financial institutions to launch agile and cost-effective investment platforms.
    • Tax Status - a fully digital IRS account monitoring solution, providing continuous access to IRS financial data. This data empowers wealth advisors, lenders, businesses, and individuals to make informed decisions.

3:05 PM - 3:25 PM | Afternoon Break

3:25 PM - 4:15 PM | Customized Breakout Sessions

Take this exclusive opportunity to engage in small group discussions with our Managing Directors. Ask your burning questions, gain personalized insights, and build valuable connections.

Breakout 1 - Arlington Ballroom F

Facilitated by Jon Beadles, Managing Director, Trust $5-10B at First Rate

  • Best Practices with First Rate
    • Russell vs S&P - How firms are handling the rising costs of Benchmarks.
    • Tracking performance of Private Equity Funds
    • Using ExecView to track accounts smarter
  • Your Client’s Experience with First Rate – Streamlining the way you and your clients access First Rate reports

Breakout 2 - Arlington Ballroom G

Facilitated by Alex Serman, Managing Director, Trust >$10B+ at First Rate

  • Use of Artificial Intelligence in Wealth Management
  • Impacts of the SEC Marketing Rule
  • Enhancing Attribution Reports

THE STARS AT NIGHT: An Evening Celebration

5:15 PM - 7:00 PM | Home Base Happy Hour

Discover the First Rate culture as we open the doors to our local office. Come build relationships with First Rate’s US-based employees and meet our local community partners.

    • Where: First Rate Arlington - 1903 Ascension Blvd, Arlignton, TX 76006
    • When: Meet in the Live! by Loews Lobby at 5:10 PM - shuttles will DEPART at 5:15 PM
      • You are also welcome to meet us at the office anytime after 5:15 PM

    7:00 PM - 9:00 PM | The Stars at Night Dinner Reception

    Enjoy a memorable evening connecting with clients, coworkers, and communities. You will also get to learn from Derrick Kinney, CEO of Good Money Framework and author of the Wall Street Journal and USA Today National Bestseller, Good Money Revolution.

    • Where: Live! By Loews Ballroom
    • Dress Code: Texas Formal

    8:00 AM - 10:00 | Farewell Breakfast

    Come and Go!

    9:00 AM | One on One Meetings Begin

    11:00 AM | Hotel Checkout

    Stay tuned for updates on additional sessions, speakers, and activities as we finalize the agenda for First Rate WealthTech Connect. 

    Register now to secure your spot and be part of our re-imagined event!

    For more information on WealthTech Connect, please contact

    Hotel Information

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

    Live! by Loews, Arlington, TX

    1600 E Randol Mill Road
    Arlington, TX 76011
    (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!