First Rate

Financial portfolio mgt. and reporting for wealth management firms

Founded in 1991, First Rate is a Medium Business Mgt and ERP software company that provides financial portfolio mgt. and reporting for wealth management firms to Financial Services companies.

This SaaS has a Local HQ located in Arlington, and the company employs 51-200 employees who are led by David Stone.

For more information, you can visit http://www.FirstRate.com/.

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David Stone - Founder and CEO, Emily Traxler - Chief Marketing Officer, Craig Wietz - President
51-200 employees
Self-funded
Arlington
1991
B2B SaaS
Financial Services
Business Mgt and ERP
Medium
www.FirstRate.com
https://www.linkedin.com/company/first-rate-inc/about/

1903 Ascension Blvd., Arlington, Tx 76006
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