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/.
David Stone - Founder and CEO, Emily Traxler - Chief Marketing Officer, Craig Wietz - President