What departments does First Rate, Inc have?

First Rate, Inc has employees across 15 departments including Administrative, Product Management, Entrepreneurship, Marketing, Accounting.

What is the largest department at First Rate, Inc?

The largest department at First Rate, Inc is Analytics with 9 employees.

Where are First Rate, Inc employees located globally?

First Rate, Inc has employees across 5 continents and 12 countries including Nigeria, India, Afghanistan, United Arab Emirates, Singapore.

How has First Rate, Inc's team size changed over time?

First Rate, Inc's team has decreased from approximately 155 to 118 employees based on available data.

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First Rate, Inc Employee Directory

Software DevelopmentTexas, United States51-200 Employees

First Rate, Inc is a software development company serving the wealth management sector. Based in Arlington, Texas, it provides reporting and data solutions aimed at increasing transparency around client investments and helping investors understand their financial information. With more than 25 years in the field, the firm emphasizes a holistic view of client engagement and delivers adaptable, tailored solutions intended to sustain long-term relationships. 

Its customers are wealth management firms and financial advisory practices seeking reliable tools to manage client data and reporting. In 2025 the company introduced an Alts Data Management solution to improve handling of alternative investment data for wealth managers.

First Rate, Inc Global Highlights

North America
155

United States Of America
151
Dominican Republic
3
Jamaica
1

Asia
38

India
32
Afghanistan
4
United Arab Emirates
1
Singapore
1

South America
19

Chile
11
Argentina
8

Europe
7

United Kingdom Of Great Britain And Northern Ireland
6
Norway
1

Africa
1

Nigeria
1

First Rate, Inc's Leadership

D. L. H.
Chief Administrative Officer
Mobile Phone
Email
A. E.
Chief Product Officer
Mobile Phone
Email
K. W.
Chief Financial Officer And Marketing Director
Mobile Phone
Email
A. D.
Small Business Owner
Mobile Phone
Email
C. J.
Owner
Mobile Phone
Email
S. H.
Owner
Mobile Phone
Email
D. B.
Controller
Mobile Phone
Email
K. G. C.
Assistant Controller
Mobile Phone
Email

First Rate, Inc Employee Metrics

100%

50%

2026

2025

Analytics
Accounting
Business
Administrative
Human Resources
Other
Information Technology
Program & Project Management

Contact profiles from First Rate, Inc

Name

Title

Contact Info

Location

Last Update

D. L. H.
Chief Administrative Officer
Mobile Phone
Email
Jul 08, 2026
A. E.
Chief Product Officer
Mobile Phone
Email
Jul 17, 2026
A. D.
Small Business Owner
Mobile Phone
Email
Oct 18, 2024
C. J.
Owner
Mobile Phone
Email
Oct 22, 2024
K. W.
Chief Financial Officer And Marketing Director
Mobile Phone
Email
Oct 22, 2024
S. H.
Owner
Mobile Phone
Email
Oct 22, 2024
D. B.
Controller
Mobile Phone
Email
Jul 18, 2026
K. G. C.
Assistant Controller
Mobile Phone
Email
Jul 08, 2026
J. A. H. B.
Managing Director, Latam
Mobile Phone
Email
Jul 08, 2026
S. A.
Managing Director
Mobile Phone
Email
Jul 24, 2026

Frequently Asked Questions

What is First Rate, Inc known for?

First Rate, Inc was founded in 1991 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-817-525-****

. Explore First Rate, Inc's company overview page for more information.

What is First Rate, Inc's most common email format?

First Rate, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Rate, Inc email formats with LeadIQ.

How many employees does First Rate, Inc have currently?

First Rate, Inc has approximately 197 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaSouth America.

Who are First Rate, Inc's key employees and leadership?

As of July 2026, First Rate, Inc's key employees include:

Chief Administrative Officer: D. L. H.
Chief Product Officer: A. E.
Chief Financial Officer And Marketing Director: K. W.
Small Business Owner: A. D.
Owner: C. J.

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First Rate, Inc Employee Directory

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