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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.

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HeadquartersArlington, United StatesEmployees198(51 to 200)Annual revenue$10M to <$50MWebsitefirstrate.comLinkedIn profileLinkedIn

Verified contacts

184

available on Kipplo

LinkedIn employees

198

51 to 200 range

Open roles

no listings

Distinct roles

137

indexed titles

Tech stack

5

tools in use

Monthly traffic

568

organic / mo

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Decision-makers and verified team members

184 contacts with verified email or phone · masked until revealed.

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Top roles at First Rate, Inc

137 distinct titles indexed · top 10 shown.

  • 6investment performance analyst ii
  • 6investment performance auditor
  • 4performance product support
  • 3analista de control de inversiones
  • 3managing director
  • 3software engineer
  • 2accounting associate
  • 2analyst
  • 2auditor
  • 2controller
  • +127more titles

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