Expertise | First Rate

Experience the power of First Rate

Yes, we’re First Rate. You may know us as the firm that provides performance reporting to banks back in the 90s. But, thats only the introduction to our story....

As a family-owned business, we've experienced similar challenges that you face such as succession planning, wealth preservation, and mission alignment. We too are presented with the question of whether to buy, build or partner for specific areas of our business.

The First Rate experience combines 30 years of expertise in the WealthTech space, best-of-breed reporting technology built by family office owners, and our award-winning financial aggregation engine, ArtIE. The result? Bespoke solutions that deliver concrete results.

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Who We Are

Who We Are

We are First Rate, a global WealthTech firm with over three decades of experience delivering innovative technology solutions to the financial services industry. Unlike many of our peers, we remain privately held and our future does not involve an exit; rather, a vision of operating as a permanent holding company that exists to serve its co-workers, customers, and communities worldwide.

We are on a 300-year mission to be a reflection of God’s character and to positively impact business practices in the communities we operate in through modelling our values of love, give, serve, and enjoy.

We call our relational corporate philosophy, First Rate Living, enabling us to provide long- term access to technology and world class service, all created to help you build and scale your business.

First Rate Living

What We Do

First Rate distinguishes ourselves from generic solutions by prioritizing trusted expertise and bespoke capabilities, all aimed at delivering concrete outcomes. Rather than simply offering off-the-shelf products, we engage in comprehensive partnerships with clients spanning various market segments.

Whether you’re looking for portfolio management capabilities, AI and ML enabled analytics, data acquisition and management, investment reporting, support for alternatives - we have you covered.

Founded in Arlington, Texas in 1991, First Rate serves over 500 clients across the globe through its local teams in Texas, Chile, United Kingdom, Singapore, UAE, India, and Afghanistan. Empowering our people is the foundation for our success.

Why First Rate

First Rate is not merely a newcomer; it is purpose-built to revolutionize our marketplace.

With all-in-one platforms, often depth is compromised for breath, neglecting the specialized needs of wealth management firms. First Rate takes a holistic approach to solving the most complex problems for wealth management firms in the areas of aggregation, reconciliation, reporting, and activation.

The First Rate experience replaces the noise of generic WealthTech platforms and instead offers trusted expertise, capabilities, and solutions delivering tangible outcomes for your firm.

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First Rate Firsts Timeline

Our Approach

We adopt an iterative method to accelerate projects and foster innovation. Our commitment is to provide best-in-class solutions and devise customized strategies tailored to each business, drawing upon our expertise in design thinking, change management, rapid prototyping, solution delivery, and product management. This is reinforced through each phase our the process.

STEP 1

Concern Discovery

Uncover and analyze your firms challenges and priorities, identifying specific concerns and areas for improvement.

STEP 2

Outcome Picturing

Envision the desired results and goals collaboratively, painting a clear picture of what constitutes success and the anticipated outcomes.

STEP 3

Itinerary Design

Develop a tailored roadmap outlining the solutions and strategies needed to address identified concerns, aligning to the envisioned outcomes.

STEP 4

Joint Endeavor

Engage in a collaborative effort to implement the designed itinerary, working together to execute strategies and achieve the outcomes for sustainable success.