Company Information

Get to know First Rate Financial Group

Founded in 1991, First Rate Financial Group is a privately-held company that provides award-winning technology and services to the financial industry. The company's mission is to empower its clients to grow and innovate by offering comprehensive solutions for investment performance, data aggregation, and reporting. First Rate serves a global client base, including wealth management firms, trust companies, and private banks, helping them to streamline operations and enhance their client service offerings through sophisticated software and outsourced services.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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First Rate Financial Group

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.