First Rate Ventures
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First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.
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David A. Stone
CEO & Co-Founder
David A. Stone
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Craig Wietz
President
Bo McWilliams
Managing Director - Reporting and Analytics
Curt Graham
Director of Products
Deniqua LaCour Hill
Chief Administrative Officer
Rachel Guy
Managing Director At First Rate
Tina Dhalwani
Strategic Partnerships Manager- MENA
