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.


Conference participation will be $1,000 per person after July 31st.

Hotel Information

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

Book Your Hotel

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!

WealthTech Connect Agenda

All times in Central Daylight Time

4:00 PM | Hotel Check-In

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

  • Location: TBA
  • 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!
    • Cocktails & Dinner

7:00 AM - 7:45 AM | Run with Rob

  • Start your day with an optional group run led by Rob Bethmann, one of First Rate's Managing Directors and fitness enthusiasts. Enjoy views of Globe Life Park and the AT&T Stadium! You can follow more of Robs running journey on LinkedIn with #RunninRob and #RunningWealthTech.

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

  • Networking Breakfast

9:00 AM – 9:10 AM | Opening Keynote

  • Welcome to First Rate WealthTech Connect - Charting the Path Ahead

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 - 12:00 PM | Serving the Future of WealthTech

  • 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.

12:00 PM - 1:00 PM | Lunch With Love

    1:10 PM - 2:00 PM | What’s Next in WealthTech

    • Industry Speaker: Doug Fritz - CEO, F2 Strategy
    • Join Doug Fritz, CEO of F2 Strategy, 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

    • Showcasing First Rate Ventures and Promising Startups
    • 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.

    3:15 PM - 4:30 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.

    5:00 PM - 7:00 PM | Explore Arlington - The City of Dreams

    • Location: First Rate Arlington
    • Visit First Rate's US Headquarters, Home to The Founders Arena
    • 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: An Evening Celebration

    • Location: Live! By Loews
    • Enjoy a memorable evening connecting with clients, coworkers, and communities. More Information Coming Soon!
    • Dress Code: Texas Formal

    8:00 AM - 9:00 AM | Farewell Breakfast

    11:00 AM | Hotel Checkout

    HALF DAY | One-on-One meetings with Our Managing Directors

    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