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 leadership team at First Rate Ventures has experience in a variety of industries, including product management, scouting, and book publishing. They have also attended some of the most prestigious schools in the country, including Dartmouth College.

Leadership Team

Founding Team

Board of Directors

Leadership Team

About

Team members

Other teams at First Rate Ventures

Founding Team

Board of Directors