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

David A. Stone

Tina Dhalwani

Rachel Guy

Deniqua LaCour Hill

Curt Graham

Bo McWilliams

Craig Wietz

The executive team at First Rate Ventures has a long history of experience in various industries. The team's founder has a background in book authoring and scouting, while the product manager has a background in investments. The team also has a Dartmouth College degree in economics and mathematics.

CEO and Executive Team

Leadership Team

Founding Team

Board of Directors

CEO and Executive Team

About

Team members

Other teams at First Rate Ventures

Leadership Team

Founding Team

Board of Directors