First Rate, Inc.

First Rate is a global wealth-technology provider serving wealth-management, asset-management, and bank and trust firms. It offers financial technology, data services, and reporting solutions that aggregate and process investment data, calculate performance, and produce client-ready reports. Its tools help firms improve data accuracy, operational efficiency, transparency, and decision-making, including for alternative investments. The company also provides services and support to help financial firms manage complex portfolios and strengthen advisor-client relationships.