Company Email Format Management

First Rate, Inc

Software Development Arlington, Tx, United States 200 employees

Employees: 200
Contacts: 3
Emails: 3
Phones: 2

firstrate.com LinkedIn

First Rate, Inc Overview

Headquarters: Arlington, Tx, United States
Phone Number: Available in AeroLeads
Website: firstrate.com
Industry: Software Development
Employees: 200
Founded: 1991
Funding: ,
Company Email: Available in AeroLeads
NAICS: Software Publishers

Keywords

Investment performance investment performance measurement investment performance reporting software investment performance technology investment performance software portfolio attribution analysis investment performance attribution

About First Rate, Inc

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

First Rate, Inc Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

First Rate, Inc Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rob Bethmann	Serving the Broker Dealer and Ria Communities with Innovative Tech and Unparalleled Customer Service and Support at First Rate, the Best Kept Secret	Arlington, Texas, United States	View
Joshua Reeves, Cfa, Cipm	Solutions Consultant at First Rate, Inc	Dallas-fort Worth Metroplex, United States	Email Phone
Prabhakar Reddy	Founding Partner @ Stride Growth Partners - Strategic Advisor, Investor, Entreprenuer	Southlake, Texas, United States	Email Phone
Russ Hughey	Strategic Fintech Executive - Wealthtech & Client Success Leader - Driving Growth for Banks, Trust Companies, Wealth Firms & Rias - Mentor, Coach	Beverly, Massachusetts, United States	Email