At First Rate we’ve always put serving our customers, coworkers and communities first, after more than 30 years of developing innovative WealthTech.

First Rate was founded more than 30 years ago by Dave and Trina Stone. They wanted to create a business that would serve clients, coworkers, and communities with dedication, humility, and gratitude.

First Rate allows Wealth Managers and Advisors to consolidate all assets under management, segment what they manage, and leverage insights to retain and acquire new business.

That’s why First Rate takes a market-centric approach. We’ve developed wealthtech solutions for firms with $10 billion+ AUM in order to provide unsurpassed customization and scalability.

First Rate offers a comprehensive suite of wealthtech solutions designed especially for firms with up to $5B AUM. Our market-centric approach means you'll have access to innovative products designed to …

Dec 5, 2025 · Simplify investment management with secure, customizable software for private equity, VC, real estate, and advisory firms. Book a demo with First Rate Vantage.

Apr 11, 2025 · The preferred return is calculated based on the initial capital contributions using the preferred rate of return outlined in the LPA. The preferred return may either be calculated on a …

First Rate Ventures partners with visionary fintech startups, providing capital and strategic support to accelerate ethical, tech-forward wealth solutions.

First Rate distinguishes ourselves from generic solutions by prioritizing trusted expertise and bespoke capabilities, all aimed at delivering concrete outcomes. Rather than simply offering off-the-shelf …

We live our values. First Rate is not only a place to grow as a professional. It’s a place to grow as a human being. Everyone here is empowered to pursue service, faith, charity, and learning. We call it …