![]() Good Done Great Good Done Great revolutionizes the way corporations and individuals give back to the communities and causes they care about. | ![]() 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. | ||
Founding Date | Founding Date 2009 | Founding Date 1991 | Founding Date 2013 |
Type | Type Private | Type Private | Type Private |
Tags | |||
Locations | Locations North Charleston, US HQ Stuart, US Tacoma, US | Locations Arlington, US HQ | Locations Greater London, GB HQ |
Employees | Employees 5 | Employees 199 | Employees 3 |
Funding | |||
Latest funding round | Latest funding round $ 300k (over 10 years ago) | Latest funding round N/A | Latest funding round $ 51.8k (over 12 years ago) |
Total funding raised | Total funding raised $ 300k | Total funding raised N/A | Total funding raised $ 51.8k |

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.
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