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.
All times in Central Daylight Time
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!
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:
6:45 AM - 7:30 AM | Run with Rob (or walk with Sabine)
7:30 AM | Morning Devotional with First Rate's Corporate Chaplain
8:00 AM - 9:00 AM | Rise and Connect
9:00 AM – 9:10 AM | Opening Keynote
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.
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.
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.
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.
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
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
Breakout 2 - Arlington Ballroom G
Facilitated by Alex Serman, Managing Director, Trust >$10B+ at First Rate
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.
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.
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
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
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!