![]() 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 2007 | Founding Date 2010 | Founding Date 1991 |
Type | Type Private | Type Private | Type Private |
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Locations | Locations Singapore, SG HQ Melbourne, AU Shanghai, CN Shenzhen, CN Hong Kong, HK Tokyo, JP Seoul, KR see more | Locations Milan, IT HQ Rome, IT Rome, IT | Locations Arlington, US HQ |
Employees | Employees 65 | Employees 2431% increase | Employees 199 |

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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