Craft

First Rate

First Rate Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
1991
HQ
Arlington, TX, US | view all locations
Website
http://firstrate.com/
Cybersecurity rating
Sectors

Key People

  • Dave Stone
  • Trina Stone

    Trina Stone, Executive Chair & Co-Founder

  • Craig Wietz
  • Kate Baird

    Kate Baird, Managing Director, Wealth Management Platform

LocationsView all

1 location detected

  • Arlington, TX HQ

    United States

    1903 Ascension Blvd

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