First Rate, Inc Employee Directory

Software DevelopmentTexas, United States51-200 Employees

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

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

First Rate, Inc Global Highlights

Location
Employees

North America
161

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  • United States Of America
    157
  • Dominican Republic
    3
  • Jamaica
    1

Asia
40

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  • India
    36
  • Afghanistan
    2
  • United Arab Emirates
    1
  • Singapore
    1

South America
19

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  • Chile
    11
  • Argentina
    8

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    5
  • Norway
    1

Africa
1

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  • Nigeria
    1

First Rate, Inc's Leadership

  • Stylized image of a person
    D. L. H.
    Chief Administrative Officer
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  • Stylized image of a person
    A. E.
    Chief Product Officer
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  • Stylized image of a person
    K. W.
    Chief Financial Officer And Marketing Director
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  • Stylized image of a person
    V. J. L.
    President And Chief Executive Officer
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  • Stylized image of a person
    C. W.
    President
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  • Stylized image of a person
    V. V.
    Head Of Global Operations And Administration
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    D. S.
    Co-Founder
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    A. D.
    Small Business Owner
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First Rate, Inc Employee Metrics

100%
50%
0%
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
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    J. A. H. B.
    Managing Director, Latam
    Phone icon
    Apr 13, 2026
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    R. G.
    Managing Director At First Rate
    Phone icon
    United StatesTexas
    Mar 25, 2026
  • Stylized image of a person
    S. A.
    Managing Director
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    Mar 25, 2026
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    S. A.
    Technical Director & Senior Full Stack Developer
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    Mar 25, 2026
  • Stylized image of a person
    B. M.
    Managing Director - Reporting And Analytics
    Phone icon
    United StatesNorth Carolina
    Apr 14, 2026
  • Stylized image of a person
    J. B.
    Managing Director
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    United StatesTexas
    May 06, 2024
  • Stylized image of a person
    J. W.
    Director Of R&d
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    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    C. G.
    Director Of Products
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    United StatesNew Hampshire
    Feb 17, 2026
  • Stylized image of a person
    N. V.
    Controller
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    United StatesTexas
    Apr 13, 2026
  • Stylized image of a person
    J. C.
    Director
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    United KingdomBirmingham
    Apr 06, 2026

Frequently Asked Questions

What is First Rate, Inc known for?

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First Rate, Inc was founded in 1991 operates in the Software Development industry. The company's main headquarters is located in 1903 Ascension Boulevard Arlington, Texas 76006 United States; you can contact the 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?

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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?

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First Rate, Inc has approximately 198 employees as of April 2026. These team members are located across 5 continents, including North AmericaAsiaSouth America.

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

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As of April 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.
  • President And Chief Executive Officer: V. J. L.
  • President: C. W.

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