About First Rate
First Rate is a company based in Arlington (United States) founded in 1991 by Trina Stone and David Stone. The company has 26 employees as of April 04, 2024. First Rate has completed 2 acquisitions, including FinanTech and Vantage Software. First Rate offers products and services including Performance Reporting Solution, API Access Service, and Multi-Currency Reporting. First Rate operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Arlington, United States
- Employees 26 as on 04 Apr, 2024
- Founders Trina Stone, David Stone
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Sectors
Financial Services
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Email
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Phone
Locked
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Website
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Social
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- Legal Name Firstrate Infotech Private Limited
- Date of Incorporation 23 Jul, 2013
- Jurisdiction Secunderabad, Telangana, India
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Annual Revenue
$511.32 K (USD)-55.08as on Mar 31, 2023
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Net Profit
-$1.57 K (USD)-101.11as on Mar 31, 2023
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EBITDA
$18.36 K (USD)-91.59as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
26
as on Apr 04, 2024
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Investments & Acquisitions
FinanTech
& 1 more
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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.
People of First Rate
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Funding Insights of First Rate
Detailed funding history for First Rate
Round names, dates, amounts, investors, and valuation history 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.
Investment portfolio details for First Rate
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- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Portfolio analytics solutions are provided for asset and wealth managers.
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Locked | Locked | 2012 | Locked | |
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Software solutions are delivered for alternative investment managers.
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Locked | Locked | 1999 | Locked |
Complete acquisition details for First Rate
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - First Rate
Detailed financials for First Rate
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First Rate Comparisons
Peer comparison for First Rate
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Competitors of First Rate
First Rate operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of First Rate
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Latest news on 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 current CEO of First Rate. They have also founded this company.
As of Apr 04, 2024, the latest employee count at First Rate is 26.
Annual revenue of First Rate is $511.32K as on Mar 31, 2023.
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, Alera Group and Raymond James.
First Rate offers Performance Reporting Solution, API Access Service, and Multi-Currency Reporting.
First Rate has made 2 acquisitions, including FinanTech, and Vantage Software.