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First Rate's competitors and similar companies include Localize and Carbon Analytics.
 First Rate First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. |  Localize Сertified woman-owned business with a mission to support diverse, social, and ethical products to thrive in retail aisles. | ||
Founding Date | Founding Date 1991 | Founding Date 2011 | Founding Date 2013 |
Type | Type Private | Type Private | Type Private |
Tags | |||
Locations | Locations Arlington, US HQ | Locations Edmonton, CA HQ | Locations Greater London, GB HQ |
Employees | Employees 199 | Employees 3 | Employees 3 |
Funding | |||
Latest funding round | Latest funding round N/A | Latest funding round $ 8m (about 8 years ago) | Latest funding round $ 51.8k (over 12 years ago) |
Total funding raised | Total funding raised N/A | Total funding raised $ 8m | Total funding raised $ 51.8k |
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Localize
HQ
Edmonton, CA
Employees
3
Сertified woman-owned business with a mission to support diverse, social, and ethical products to thrive in retail aisles.
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