Startups
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.
Overview
Location
United States, Virginia, Arlington
Employees
51-200
Founded date
1991
Mentions in press and media 19
| Date | Title | Description |
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| Dec 3, 2024 | Fispoke Announces Capital Raise Exceeding $2 Million | BOSTON, MA, UNITED STATES, December 3, 2024 /EINPresswire.com/ -- Fispoke Announces Capital Raise Exceeding $2 Million Fispoke, a leading WealthTech innovator, today announced closing capital raise exceeding $2 million including a $1.5 mill... |
| Jun 27, 2023 | First Rate and bondIT Announce Strategic Partnership to Provide AI-Driven Fixed Income Analysis and Reporting Solutinos for the US Wealth Market | “Combining the analytics with holistic reporting will create more informed conversations with clients and deepen advisor relationships while creating value to the portfolio.” says Alex Serman, Managing Director of Wealth at First Rate. Arli... |
| Apr 26, 2023 | First Rate Acquires Wealth Management Platform and Partners for Compliance | This acquisition leverages the two largest wealthtech providers to better serve the bank wealth management space ARLINGTON, Texas (PRWEB) April 26, 2023 First Rate, a leading wealthtech services provider to the wealth management industry, t... |
| Jan 23, 2023 | First Rate Launches Into Latin America Through Acquisition of Finantech SpA | First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of Finantech SpA, a Chilean based wealthtech that offers comprehensive reporting solutions to family offices and private banks. ... |
| Jan 19, 2023 | First Rate Launches Into Latin America Through Acquisition of Finantech SpA | First Rate Launches Into Latin America Through Acquisition of Finantech SpA "We believe that this acquisition presents an exciting opportunity for both our companies. By joining forces, we will be able to bring together the best of bot... |
| Jul 19, 2022 | First Rate Announces Multi-Year Strategic Partnership Extension with SEI | ARLINGTON, Texas (PRWEB) July 19, 2022 First Rate, a leading provider of wealth management solutions to the financial services marketplace, and SEI, a state-of-the-art provider of technology and investment solutions that connect the financi... |
| Jun 17, 2022 | First Rate Ventures Announces Investment in OWL ESG from Recently Launched Venture Capital Fund | First Rate Ventures Announces Investment in OWL ESG ARLINGTON, Texas (PRWEB) June 17, 2022 First Rate Ventures, a premier Dallas/Fort Worth-based FinTech-focused venture capital fund, today announced its first investment in OWL ESG from its... |
| May 3, 2022 | First Rate Announces Market Centric Alignment with Management Structure Changes | “Strategically aligning our business lines to be market-driven allows us to build teams and service models that better support the utilization of our products while positioning greater value to our clients and prospects.” Craig Wietz ARLING... |
| Mar 8, 2022 | First Rate Ventures Announces Investment in RegAlytics | First Rate Ventures is excited to invest in the RegTech space. Chief Executive Officer and Founder Mary Kopczynski and her team of founders have created a people-first culture that we believe in. - Marshall Smith, Managing Director, First R... |
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FAQ about First Rate, Inc
When was First Rate, Inc founded?
First Rate, Inc was founded in 1991.
What has the press written about First Rate, Inc?
Parsers VC has collected 19 articles mentioning First Rate, Inc, among them “Fispoke Announces Capital Raise Exceeding $2 Million” (Dec 3, 2024) and “First Rate and bondIT Announce Strategic Partnership to Provide AI-Driven Fixed Income Analysis and Reporting Solutinos for the US Wealth Market” (Jun 27, 2023).
Is First Rate, Inc still active?
Yes, First Rate, Inc is active; its latest activity on Parsers VC dates from Nov 23, 2025.