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 Ratings4.3

    Latest Updates

    Employees (est.) (Sept 2020)143
    Cybersecurity ratingDMore

    Key People/Management at First Rate

    David A. Stone

    David A. Stone

    Chief Executive Officer and Founder
    Craig Wietz

    Craig Wietz

    President
    Trina Stone

    Trina Stone

    Executive Chair
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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 Cybersecurity Score

    Cybersecurity ratingPremium dataset

    D

    63/100

    SecurityScorecard logo

    First Rate Online and Social Media Presence

    Embed Graph

    First Rate News and Updates

    The King Has Spoken, Now Morocco Awaits First Rate Cut in Years

    The King Has Spoken, Now Morocco Awaits First Rate Cut in Years

    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
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    First Rate Blogs

    10 Steps to Vet a New Tech Provider

    The post 10 Steps to Vet a New Tech Provider appeared first on First Rate.

    3 Ways to Streamline Your Back Office

    The post 3 Ways to Streamline Your Back Office appeared first on First Rate.

    First Rate’s First Employee Shares Over 25 Years of Passion for His Community

    The post First Rate’s First Employee Shares Over 25 Years of Passion for His Community appeared first on First Rate.

    A Strong Foundation Empowers Growth and Expansion

    The post A Strong Foundation Empowers Growth and Expansion appeared first on First Rate.

    High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship

    The post High School Football Comes Full-Circle Leading to an Unexpected Passion for Mentorship appeared first on First Rate.

    3 Ways to Evaluate the True Value of Your Tech Stack

    The post 3 Ways to Evaluate the True Value of Your Tech Stack 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, Craig Wietz and Trina Stone.

    • How many employees does First Rate have?

      First Rate has 143 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.