First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. 

Finance

Investment Management

Software

First Rate Ventures

First Rate Ventures' headquarters in Arlington, TX, United States

David A. Stone

Dr. Ahmad El-Katib

Rachel Guy

Deniqua LaCour Hill

Curt Graham

Craig Wietz

Trina Stone

The Analytical and Performance Reporting team at First Rate Ventures focuses on delivering insightful analysis and performance metrics to enhance client understanding of investment outcomes. They leverage data to support investment strategies, ensure product quality, and refine reporting solutions, all while emphasizing transparency and accountability in wealth management. This team plays a crucial role in equipping financial firms with the necessary tools and insights to empower their clients.

Analytical and Performance Reporting

This department is responsible for designing, building, and maintaining software applications and systems.

Software Development

This department is responsible for managing client relationships and driving business growth through effective account strategies.

Account Management

This department focuses on evaluating and researching Environmental, Social, and Governance factors to inform investment decisions and company practices.

ESG Analysis

The Human Resources and Administration team at First Rate Ventures focuses on attracting, developing, and retaining talented individuals who are essential for driving the company's mission. They oversee recruitment, employee development, and benefits administration, while also ensuring effective organizational management and compliance with employment regulations. This team plays a crucial role in fostering a positive workplace culture that supports the growth and success of both employees and the company.

Human Resources and Administration

This department manages the processes and activities related to investment operations and performance analysis.

First Rate Ventures

Org chart

Board & advisors

Teams

Analytical and Performance Reporting

Software Development

Account Management

ESG Analysis

Human Resources and Administration

Investment Operations

Offices

First Rate Ventures

Org chart

Board & advisors

Teams

Analytical and Performance Reporting

Software Development

Account Management

ESG Analysis

Human Resources and Administration

Investment Operations

Offices

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