First Rate

First Rate is a global WealthTech partner delivering innovative technology, services, and data insights worldwide. With more than 30 years of industry experience, the privately owned firm is built for long-term impact, ensuring stability, continuity, and client-focused innovation.

Serving broker-dealers, asset managers, RIAs/IFAs, trust companies, banks, and family offices, First Rate provides comprehensive solutions across the front, middle, and back office. Its integrated platform empowers firms with precision, transparency, and actionable intelligence to better serve their clients.

Grounded in the values of Love, Give, Serve, and Enjoy, First Rate is deeply committed to its people, its clients, and the communities it supports.

Learn more at FirstRate.com.