First Rateincis A Global Leader In Wealthtechfounded In 1991 By Dave And Trina Stoneheadquartered In Arlingtontexasthe Company Operates Across Four Continentsproviding Innovative Technology Solutions To The Wealth Management Industryfirst Rate Is Dedicated To Serving Clientscoworkersand Communities With A Values Driven Approach The Company Offers Performance Reporting Software That Helps Financial Firms Manage And Report Investments Efficientlyits Wealth Management Solutions Support Complexinternationally Diverse Portfoliosincluding Alternative Assets And Multi Currency Reportingfirst Rate Emphasizes A Client Centric Approachfostering Long Term Relationships With An Average Customer Tenure Exceeding 14 Yearswith A Focus On Employee Empowerment And Community Commitmentfirst Rate Combines Technological Innovation With A Human Centric Philosophymaintaining Its Position As A Trusted Partner In The Wealthtech Space
