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.

Founded in

United States