About First Rate
First Rate is a Financial Services company based in Arlington (United States) founded in 1991 by Trina Stone and David Stone. Risk assessment, portfolio analysis, and compliance management solutions for companies. The company has 26 employees. First Rate has completed 2 acquisitions, including FinanTech and Vantage Software. Its chief executive, as recorded, is David Stone. Its Indian entity Firstrate Infotech Private Limited reported revenue of ₹4.09 Cr. First Rate offers products and services including Performance Reporting Solution, API Access Service, and Multi-Currency Reporting. Its focus areas include Asset Management and Wealth Management. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
First Rate is a financial software company, provides investment performance measurement technology for the financial services industry. It offers a Performance Suite, which allows investment firms to calculate rates of return, analyze the results, and generate client-ready presentations. The company also provides First Rate Professional to calculate daily, monthly, and point-to-point rates of return for various asset classes and sectors for single and multi-currency portfolios; and First Rate Advisor, a Web-based front-office reporting and analysis tool with online drill-down analysis and client-ready customizable reports.
- Headquarters Arlington, United States
- Employees 26
- Founders Trina Stone, David Stone
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website firstrate.com
- Social LinkedIn X Facebook YouTube
- Legal Name Firstrate Infotech Private Limited
- Date of Incorporation 23 Jul, 2013
- Jurisdiction Secunderabad, Telangana, India
- Indian entity revenue₹4.09 Cr
FY 2025 · +1% YoY
- Indian entity net loss-₹7.1 Lakh
FY 2025 · -2% margin
- Indian entity EBITDA₹4.9 Lakh
FY 2025 · 1% margin
- Employee Count26
- Investments & AcquisitionsFinanTech
& 1 more
Associated legal entities of First Rate
First Rate operates through Firstrate Infotech Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Firstrate Infotech Private Limited CIN U72300TG2013PTC145181 | Active | 23 Jul 2013 | Secunderabad, Telangana | ₹4.1 Cr | 26 | 3 | View details |
Products & Services of First Rate
First Rate offers a comprehensive portfolio of products and services, including Performance Reporting Solution, API Access Service, and Multi-Currency Reporting.
Offers PC-based and web performance reporting for asset management.
Provides API for accessing performance data securely.
Enables multi-currency performance tracking for global portfolios.
Apps and channels of First Rate
its YouTube channel First Rate has 91 subscribers and 30 videos.
Videos from First Rate
The most watched videos on First Rate's YouTube channel, First Rate (91 subscribers). Click a video to play it here.
More on First Rate.
Board of directors of Firstrate Infotech Private Limited (First Rate)
Firstrate Infotech Private Limited is the primary company behind First Rate. The board of Firstrate Infotech Private Limited currently have 3 directors; the longest-serving is David Albert Stone, appointed in 2013. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| David Albert Stone DIN 06564475 | Director | 23 Jul 2013 | 13 yrs 3 mo | Firstrate Infotech Private Limited |
| Jessica Pagadala DIN 07257998 | Director | 19 Jul 2018 | 8 yrs 3 mo | Firstrate Infotech Private Limited |
| Goyal Veparala DIN 09382663 | Director | 27 Nov 2021 | 4 yrs 11 mo | Firstrate Infotech Private Limited |
People of First Rate
20 people are tracked at First Rate (9 in leadership, 11 in team); the tracked headcount is 26.
| Name | Role | Group |
|---|---|---|
Trina Stone | Co-Founder | Leadership |
| Co-Founder & CEO | Leadership | |
Marshall Smith | Managing Director | Leadership |
| CEO & Co-Founder | Leadership | |
Craig Wietz | President | Leadership |
Curt Graham | Director of Products | Leadership |
Rachel Guy | Managing Director At First Rate | Leadership |
Deniqua LaCour Hill | Chief Administrative Officer | Leadership |
Surya Saikumar | Partner- Market Development- Uk, Europe & Middle East | Leadership |
Christina Evangeline | Human Resources Manager | Team |
Chase Hardesty | Performance Product Support | Team |
Rick Manning | Performance Product Support | Team |
Russ Hughey | Strategic Account Executive (Wealth Management) | Team |
Kathryn Stone | First Rate Community Manager | Team |
Haley Thomas | Product Specialist/business Analyst | Team |
Karthik Thanikachalam | Senior Technical Product Manager | Team |
Shauna Cooper | Human Resources Manager | Team |
Alejandra Castillo-Garcia | Product Manager | Team |
Samuel Wallace | Office Manager | Team |
Ryan Kephart, MBA, PHR | HR Manager | Team |
Complete people profiles for First Rate
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Financials of First Rate
Figures of Firstrate Infotech Private Limited, the primary company behind First Rate, for FY 2025. Revenue was ₹4.09 Cr (+1% year on year). Net loss was -₹7.1 Lakh (-2% margin). EBITDA was ₹4.9 Lakh (1% margin). Revenue has grown at a compounded annual rate of -24% over three years and +11% over five years.
- ₹4.09 CrRevenue · FY 2025 · +1% YoY
- -₹7.1 LakhNet loss · -2% margin
- ₹4.9 LakhEBITDA · 1% margin
- ₹1.8 LakhPaid-up capital
- 26Employees (provident fund records)
- -24%Revenue CAGR, 3 years
- +11%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Firstrate Infotech Private Limited are on its company page.
Detailed financial statements for First Rate
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by First Rate
First Rate has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include FinanTech and Vantage Software.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Portfolio analytics solutions are provided for asset and wealth managers. | finantech.cl | Providencia, Chile | 2012 | Jan 2023 | •••• | |
Software solutions are delivered for alternative investment managers. | vantage-software.com | Boston, United States | 1999 | May 2021 | •••• |
Complete acquisition details for First Rate
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Timeline of First Rate
3 dated milestones of First Rate across 32 years, from founding to its latest funding, stage changes and deals.
- Founded First Rate is founded.
- Acquisition Acquires Vantage Software.
- Acquisition Acquires FinanTech.
Similar companies to First Rate
First Rate has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of First Rate
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Web traffic of First Rate
The website of First Rate (firstrate.com) receives about 5K visits a month.
- Monthly visits5K
▲ 11% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as First Rate (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about First Rate
Complete news archive for First Rate
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Frequently Asked Questions about First Rate
First Rate was founded in 1991.
First Rate is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.
David Stone is the CEO of First Rate, as recorded in our data. They have also founded this company.
First Rate has 26 employees.
The primary company behind First Rate, Firstrate Infotech Private Limited, reported revenue of ₹4.09 Cr for FY 2025, up 1% year on year.
First Rate is a financial software company, provides investment performance measurement technology for the financial services industry. It offers a Performance Suite, which allows investment firms to calculate rates of return, analyze the results, and generate client-ready presentations. The company also provides First Rate Professional to calculate daily, monthly, and point-to-point rates of return for various asset classes and sectors for single and multi-currency portfolios; and First Rate Advisor, a Web-based front-office reporting and analysis tool with online drill-down analysis and client-ready customizable reports.
First Rate's top competitors include Focus Financial Partners, Raymond James and Wintrust.
First Rate offers Performance Reporting Solution, API Access Service, and Multi-Currency Reporting.
First Rate has made 2 acquisitions, including FinanTech, and Vantage Software.
First Rate operates through Firstrate Infotech Private Limited.
The legal entities of First Rate currently have 3 directors, including David Albert Stone, Goyal Veparala, Jessica Pagadala.