First Rate

First Rate is a global leader in WealthTech, providing innovative technology solutions to the wealth management industry for over 30 years. With a strong entrepreneurial spirit, we've always put serving our customers, coworkers, and communities first. This core value has enabled us to thrive and expand our footprint across the globe.

Our History

First Rate was founded by Dave and Trina Stone, who had a vision to create a business that would serve clients, coworkers, and communities with dedication, humility, and gratitude. Today, we have grown into a global firm with a presence in four continents, catering to clients with diverse needs and goals. Our commitment to innovation, customer-centricity, and community engagement has earned us a reputation for excellence in the wealth management industry.

Our Services

At First Rate, we offer a comprehensive range of services, including:

• $10B+ AUM Wealth Management: Tailored solutions for high-net-worth individuals and families
• $5-10B AUM Wealth Management: Targeted solutions for sophisticated investors
• $5B AUM Wealth Management: Expert guidance for affluent individuals and families
• Institutional Broker-Dealer & RIA: Expertise in trading, investment products, and portfolio management
• Alternative Asset Management: Unique investment strategies and opportunities

Our Philosophy

We believe that life is about more than just accumulating wealth. At First Rate, we focus on empowering our people to live a fulfilling life, while delivering exceptional service to our clients. Our philosophy is built on four core values:

1. Love: We prioritize compassion, empathy, and kindness in all our interactions.

2. Give: We invest in our people, technology, and community, believing that success is a shared responsibility.

3. Serve: We are dedicated to serving our clients, coworkers, and communities with excellence and dedication.

4. Enjoy: We celebrate our successes, learn from our challenges, and cherish the moments that make life meaningful.

Our Leadership

Our leadership team is comprised of seasoned professionals with a deep understanding of the wealth management industry. They are committed to driving innovation, customer satisfaction, and employee engagement.

Our Global Footprint

First Rate has a global presence in four continents, with offices in the United States, India, Singapore, the United Kingdom, and Latin America. We continue to expand our global footprint, with a commitment to serving our clients and communities around the world.

Join Our Team

At First Rate, we invest in the growth and development of our people, recognizing that talented individuals are the backbone of our success. We encourage you to explore our career opportunities and join our mission to empower people, teams, and communities.