Company
First Rate
Financial portfolio mgt. and reporting for wealth management firms
Updated by Gregslist · Oct 16, 2025 · Report a correction
About
First Rate sells investment performance reporting and data software to wealth managers, RIAs, broker-dealers, institutional investors and family offices. Its platform handles multi-currency performance reporting and gives firms API access to their portfolio data.
Leaders
Key facts
- Region
- Mid-Cities
- Dallas relationship
- Headquartered in Dallas
- Headquarters
- Arlington, TX
- Employees
- Medium · 51–200 employees
- Founded
- 1991
- Vertical industry
- Financial Services
- Category
- ERP & Business Operations
- Funding type
- Bootstrapped
Frequently asked questions about First Rate
Where is First Rate headquartered?
First Rate is headquartered in Arlington, TX.
When was First Rate founded?
First Rate was founded in 1991.
Who founded First Rate?
First Rate was founded by David Stone.
Is First Rate hiring?
Yes — First Rate lists open roles on its careers page.
