First Rate

About First Rate

First Rate is a wealthtech company with over 30 years of experience in developing innovative technology for the asset management industry. It provides comprehensive wealth management solutions and performance reporting capabilities, including multi-currency interfaces and web-based reporting, to financial institutions, family offices, and other asset managers globally. The company emphasizes empowering clients with technology and service across its global offices and brand portfolio, including First Rate Ventures and First Rate Living. Headquartered with a global footprint, it has a history of expanding through acquisitions and product innovations in the wealth management space.