About FirstRate WealthTech
FirstRate WealthTech is a company based in Pune (India) founded in 2022. It operates as a B2B and SaaS. The company has 44 employees as of March 31, 2023. FirstRate WealthTech offers products and services including IPAAS, RAAS, IAAS, and DAAS. FirstRate WealthTech operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Pune, India
- Employees 44 as on 31 Mar, 2023
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Firstrate Wealthtech Private Limited
- Date of Incorporation 18 Apr, 2022
- Jurisdiction Pune, Maharashtra, India
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Annual Revenue
$1.12 M (USD)0as on Mar 31, 2023
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Net Profit
$249.68 K (USD)0as on Mar 31, 2023
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EBITDA
$329.44 K (USD)0as 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
44
as on Mar 31, 2023
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Products & Services of FirstRate WealthTech
FirstRate WealthTech offers a comprehensive portfolio of products and services, including IPAAS, RAAS, IAAS, and DAAS.
Service for consuming and delivering performance data.
Platform for displaying investment stories and advisory portals.
Transforms data into actionable insights using AI.
Framework for aggregating data with OCR and extraction.
Funding Insights of FirstRate WealthTech
Detailed funding history for FirstRate WealthTech
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Investments & Acquisitions by FirstRate WealthTech
Investment portfolio details for FirstRate WealthTech
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Financial Statements - FirstRate WealthTech
Detailed financials for FirstRate WealthTech
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Firstrate Wealthtech Comparisons
Peer comparison for FirstRate WealthTech
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Competitors of FirstRate WealthTech
FirstRate WealthTech 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 Addepar, sei, Avaloq, 360 One and Envestnet, among others.
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Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Cloud-based solutions are offered for wealth management and financial advising.
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Cloud-based accounting and financial management solutions are offered to businesses.
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Detailed competitors of FirstRate WealthTech
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Latest news on Firstrate Wealthtech
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Frequently Asked Questions about FirstRate WealthTech
FirstRate WealthTech was founded in 2022.
FirstRate WealthTech is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
As of Mar 31, 2023, the latest employee count at FirstRate WealthTech is 44.
Annual revenue of FirstRate WealthTech is $1.12M as on Mar 31, 2023.
FirstRate WealthTech specializes in AI-driven services for wealth management, including investment performance analysis, reporting, insights, and data aggregation. The company uses machine learning and predictive analytics to help wealth managers optimize strategies and mitigate risks. Based primarily in Pune, India, it serves over 500 clients worldwide, including broker dealers and asset managers, through customizable platforms and APIs.
FirstRate WealthTech's top competitors include Addepar, Delta Capita and sei.
FirstRate WealthTech offers IPAAS, RAAS, IAAS, and DAAS.