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First Rate Markets
Wealth $10B+ AUM Wealth $5-10B AUM Wealth $5B AUM Institutional Broker-Dealer &
RIA Alternative Asset Management Family Office
First Rate Brands
First Rate Ventures First Rate Vantage First Rate Finantech
First Rate Corporate
About Careers Global Offices Product Teams First Rate Living Thought Leadership

 * First Rate Markets
   Wealth $10B+ AUMWealth $5-10B AUMWealth $5B AUMInstitutionalBroker-Dealer &
   RIAAlternative Asset ManagementFamily Office

 * First Rate Brands
   First Rate VenturesFirst Rate VantageFirst Rate Finantech

 * First Rate Corporate
   AboutCareersGlobal OfficesProduct TeamsFirst Rate LivingThought Leadership

 * 


Contact Us Contact


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FIRST RATE: THE HEART & SOUL OF WEALTHTECH

A global leader in WealthTech with more than 30 years of experience. First Rate
provides innovative technology solutions to the wealth management industry.


COMPREHENSIVE WEALTHTECH
FOR A BETTER FUTURE.

At First Rate we’ve always put serving our customers, coworkers and communities
first. It’s the reason we are still thriving after more than 30 years of
developing innovative WealthTech.

To better serve our customers in the future, we will continue to provide you
with new market offerings and expand our family of brands. By partnering with
us, you will have long-term access to innovative technology and world-class
service, all created to help you build your business.

FIND YOUR MARKET

 * Wealth $10B+ AUM
 * Wealth $5-10B AUM
 * Wealth $5B AUM
 * Institutional
 * Broker-Dealer & RIA
 * Alternative Asset Management
 * Family Office

EXPLORE OUR BRANDS

 * First Rate Ventures
 * First Rate Vantage
 * First Rate Finantech

TIMELINE


FIRST RATE FIRSTS

Previous
1993 First PC-based performance solution
1997 First WealthTech to provide web based performance reporting
2006 Introduced Multi-Currency Performance Reporting
2008 Added API access to Performance Data
2010 First standard multi-currency interface with Global Plus
2013 First office opened in India - Hyderabad
2017 First office in APAC - Hong Kong
2020 Added AI, ML, and NLP capability to platform
2021 Launched First Rate Ventures
2022 First Latin America acquisition - Finantech
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GROWING OUR GLOBAL IMPACT

Our portfolio and footprint are growing around the world. First Rate has a
presence on four continents, and over the coming years, we will continue to
expand our global footprint. Through our continuous innovation, our customers
are able to more easily manage the most internationally diverse and complex
portfolios. The way we see it, no corner of the financial world should be beyond
reach.

Learn More About Global Offices
Grayson Greer Managing Director Global


FIRST RATE LIVING

We’ve developed a special corporate philosophy that enables our people to
achieve a rewarding work/life balance. We call it First Rate Living, and it’s
one of the reasons why we’re able to provide products and service of the highest
quality. Empowering our people is what powers our success.

Learn More about First Rate Living

PARTNER WITH A CHANGE AGENT IN GLOBAL WEALTHTECH

Previous

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FIRST RATE MARKETS

 * Wealth $10B+ AUM
 * Wealth $5-10B AUM
 * Wealth $5B AUM
 * Institutional
 * Broker/Dealer & RIA
 * Alternative Asset Management
 * Family Office

FIRST RATE BRANDS

 * First Rate Ventures
 * First Rate Vantage
 * First Rate Finantech

CORPORATE

 * About
 * Careers
 * Global Offices
 * Product Teams
 * First Rate Living

GLOBAL OFFICES

Arlington, USA
Hyderabad, IND
Singapore, SGP
Birmingham, UK
Pune, IND
Santiago, CHL
Kabul, AFG


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