First Rate, Inc.
First Rate, Inc. is listed in the Buyside Fintech directory with 1 product. The company is based in Arlington, Texas, United States and was founded in 1993. Its products are listed under client reporting, fee billing and performance and attribution. That product is First Rate. Every fact on this page carries the source we read and the date we checked it, and the profile has not been claimed by First Rate, Inc.. Practitioners at firms that use First Rate, Inc. can review it here, and the company may reply to a review but may not write one.
First Rate, Inc. products
First Rate
Performance measurement, attribution, GIPS composites and client reporting for banks and wealth managers; the site names sub-brands First Rate Ventures, Vantage and Finantech but not a single product name for the core performance engine.
Confirmed on the vendor's own site · source · 2026-10-11
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