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 founding team at First Rate Ventures have a lot of experience in different aspects. The founder has experience with First Rate HK China and is also a book author. The scoutmaster has experience with the Boy Scouts of America. Lastly, the product manager has experience with SEI Investments. All three members have a degree from Dartmouth College.

Founding Team

Leadership Team

Board of Directors

Founding Team

About

Team members

Other teams at First Rate Ventures

Leadership Team

Board of Directors