First Rate

    OverviewSuggest Edit

    Through First Rate’s holistic view of engagement we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record – including more than 20 years of experience – our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

    We design the best technologies and foster superior client relationships, so our partners can prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.

    TypePrivate
    Founded1991
    HQArlington, US
    Websitefirstrate.com
    Employee Ratings4.4

    Latest Updates

    Employees (est.) (Oct 2019)137(+2%)

    Key People/Management at First Rate

    David A. Stone

    David A. Stone

    Chief Executive Officer & Founder
    Trina Stone

    Trina Stone

    CFO
    Ann Lane

    Ann Lane

    Director - Manager, First Rate University
    Deborah Repak

    Deborah Repak

    Managing Director - First Rate Global
    Emily Traxler

    Emily Traxler

    Chief Marketing Officer, Director
    Kate Baird

    Kate Baird

    General Manager, Service Bureau
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    First Rate Office Locations

    First Rate has an office in Arlington
    Arlington, US (HQ)
    1903 Ascension Blvd
    Show all (1)

    First Rate Financials and Metrics

    Summary Metrics

    Founding Date

    1991

    First Rate Online and Social Media Presence

    Embed Graph

    First Rate News and Updates

    Mexico On Verge of First Rate Cut in 5 Years: Decision Day Guide

    Mexico On Verge of First Rate Cut in 5 Years: Decision Day Guide

    Indonesia Is Poised for Its First Rate Cut in Two Years

    Indonesia Is Poised for Its First Rate Cut in Two Years

    First Rate And HiddenLevers Partner to Provide Risk Analytics and Business Intelligence to the Wealth Management Industry

    ARLINGTON, Texas, July 11, 2019 /PRNewswire/ -- First Rate, a leading provider of wealth management solutions in the financial services marketplace, and HiddenLevers, a cutting-edge, comprehensive risk monitoring and analytics platform announced today an integration to enable wealth...

    How Deep a First Rate Cut Is Fed’s Key Debate as July 31 Nears

    How Deep a First Rate Cut Is Fed’s Key Debate as July 31 Nears

    ECB May Delay First Rate Hike to Late 2020, Deutsche Bank Says

    ECB May Delay First Rate Hike to Late 2020, Deutsche Bank Says

    Swedish Riksbank Surprises With First Rate Hike in Seven Years

    Swedish Riksbank Raises Rates for First Time in Seven Years
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    First Rate Blogs

    First Rate Announces Major Investment to its Innovative Reporting Solution, OnPoint

    The post First Rate Announces Major Investment to its Innovative Reporting Solution, OnPoint appeared first on First Rate.

    From Commute to Community: A Transition that Enhanced the Life and Community of First Rate’s Chief Business Development Officer

    The post From Commute to Community: A Transition that Enhanced the Life and Community of First Rate’s Chief Business Development Officer appeared first on First Rate.

    The 10 Year Transformation: Building Business Development by Embracing Business as a Mission

    The post The 10 Year Transformation: Building Business Development by Embracing Business as a Mission appeared first on First Rate.

    Top 5 Reasons to Use First Rate as a Trust Desk Client

    The post Top 5 Reasons to Use First Rate as a Trust Desk Client appeared first on First Rate.

    First Rate Launches 6.4.0 – Infographic Highlights

    The post First Rate Launches 6.4.0 – Infographic Highlights appeared first on First Rate.

    The Unexpected Adventure of Hyderabad: Building Long-Distant Relationships that Will Last a Lifetime

    The post The Unexpected Adventure of Hyderabad: Building Long-Distant Relationships that Will Last a Lifetime appeared first on First Rate.
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    First Rate Frequently Asked Questions

    • When was First Rate founded?

      First Rate was founded in 1991.

    • Who are First Rate key executives?

      First Rate's key executives are David A. Stone, Trina Stone and Ann Lane.

    • How many employees does First Rate have?

      First Rate has 137 employees.

    • Who are First Rate competitors?

      Competitors of First Rate include Carbon Analytics, NATIVA Lab and Good Done Great.

    • Where is First Rate headquarters?

      First Rate headquarters is located at 1903 Ascension Blvd, Arlington.

    • Where are First Rate offices?

      First Rate has an office in Arlington.

    • How many offices does First Rate have?

      First Rate has 1 office.