First Rate, Inc logo

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.

Find First Rate, Inc employees' phone numbers or email addresses

First Rate, Inc Global Highlights

Location
Employees

North America
155

Minus sign iconPlus sign icon
  • United States Of America
    151
  • Dominican Republic
    3
  • Jamaica
    1

Asia
38

Minus sign iconPlus sign icon
  • India
    32
  • Afghanistan
    4
  • United Arab Emirates
    1
  • Singapore
    1

South America
19

Minus sign iconPlus sign icon
  • Chile
    11
  • Argentina
    8

Europe
7

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    6
  • Norway
    1

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

First Rate, Inc's Leadership

  • Chief Administrative Officer at First Rate, Inc
    D. L. H.
    Chief Administrative Officer
  • Chief Product Officer at First Rate, Inc
    A. E.
    Chief Product Officer
  • Chief Financial Officer And Marketing Director at First Rate, Inc
    K. W.
    Chief Financial Officer And Marketing Director
  • Small Business Owner at First Rate, Inc
    A. D.
    Small Business Owner
  • Owner at First Rate, Inc
    C. J.
    Owner
  • Owner at First Rate, Inc
    S. H.
    Owner
  • Controller at First Rate, Inc
    D. B.
    Controller
  • Assistant Controller at First Rate, Inc
    K. G. C.
    Assistant Controller

First Rate, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Accounting
  • Business
  • Administrative
  • Human Resources
  • Other
  • Information Technology
  • Program & Project Management
  • Engineering

Contact profiles from First Rate, Inc

Name
Title
Contact
Location
Last Update
  • Technical Director & Senior Full Stack Developer at First Rate, Inc
    S. A.
    Technical Director & Senior Full Stack Developer
    Sep 09, 2026
  • Sales Director- Uk & Europe at First Rate, Inc
    S. S.
    Sales Director- Uk & Europe
    United Kingdom, England
    Jun 24, 2026
  • Director at First Rate, Inc
    J. C.
    Director
    United Kingdom, Birmingham
    Aug 17, 2026
  • Controller at First Rate, Inc
    T. B.
    Controller
    Oct 23, 2024
  • Service Desk Manager at First Rate, Inc
    N. R.
    Service Desk Manager
    India, Telangana
    Sep 09, 2026
  • Business Program Manager at First Rate, Inc
    S. P.
    Business Program Manager
    India
    Jul 08, 2026
  • Principal Program Manager - Venture Capital at First Rate, Inc
    T. G.
    Principal Program Manager - Venture Capital
    United Arab Emirates, Dubai
    Jul 08, 2026
  • Office Manager at First Rate, Inc
    S. W.
    Office Manager
    India, Telangana
    Jun 29, 2026
  • Senior Technical Manager at First Rate, Inc
    G. V.
    Senior Technical Manager
    Jul 08, 2026
  • Human Resources Manager at First Rate, Inc
    C. E.
    Human Resources Manager
    India, Telangana
    Aug 16, 2026

Frequently Asked Questions

What is First Rate, Inc known for?

Minus sign iconPlus sign icon
First Rate, Inc was founded in 1991 and operates in the Software Development industry. You can contact First Rate, Inc's main corporate office by phone at . Explore First Rate, Inc's company overview page for more information.

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

Minus sign iconPlus sign icon
First Rate, Inc employees' email format typically follows the pattern of FLast@firstrate.com. 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?

Minus sign iconPlus sign icon
First Rate, Inc has approximately 199 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and South America.

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

Minus sign iconPlus sign icon

As of August 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.