When was First Rate founded?

First Rate was founded in 1991.

Where is First Rate located?

First Rate is headquartered in Arlington, United States. It is registered at Plot no.B-5, H.No.135, 4th Floor Nipun's Akanksha Arcade,Vayupuri Colony, Sainikpuri, Secunderabad, Telangana, India, 500094.

Who is the current CEO of First Rate?

David Stone of First Rate. They have also founded 1 company.

Which legal entities is First Rate associated with?

First Rate is associated with FIRSTRATE INFOTECH PRIVATE LIMITED.

How many employees does First Rate have?

As of Aug 31, 2026, the latest employee count at First Rate is 200.

What is the annual revenue of First Rate?

Annual revenue of First Rate is less than ₹10 Cr as on Mar 31, 2025

Where does First Rate rank among its competitors?

First Rate ranks 21st amongst 4411 active competitors, of which 70 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of First Rate?

First Rate's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

First Rate - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

Developer of wealth technology for financial institutions and wealth management. The company provides technology solutions for performance reporting and data management. It offers tools designed to empower financial professionals. The company delivers solutions for alternative asset management and family offices.

Website: firstrate.com
Social
Email ID: *****@firstrate.com
Phone Number: +1 **********
Registered Address: Plot no.B-5, H.No.135, 4th Floor Nipun's Akanksha Arcade,Vayupuri Colony, Sainikpuri, Secunderabad, Telangana, India, 500094

Key Metrics

Founded Year

1991

Location

Arlington, United States

Stage

Funding Raised

Investors

Sparkbox Venture Group

Ranked

21^st among 4411 active competitors

Annual Revenue

0 - ₹10 Cr as on Mar 31, 2025

Employee Count

200 as on Aug 31, 2026

Investment & Acquisitions

BQuest & 7 more

Similar Companies

Alera Group & 8554 more

View First Rate's full profile

First Rate is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
FIRSTRATE INFOTECH PRIVATE LIMITED CIN: U72300TG2013PTC145181 , India, Active	Jul 23, 2013	0 - ₹10 Cr (As on Mar 31, 2025)	23 (As on May 01, 2026)

First Rate is a funded company. First Rate has 1 institutional investor.

View details of First Rate's funding rounds and investors

The founders of First Rate are Trina Stone and David Stone. David Stone is the CEO of First Rate.

Here are the details of First Rate's key team members:

Trina Stone: Co-Founder of First Rate.
Contact Info: 1 email address
David Stone: Co-Founder & CEO of First Rate.
Contact Info: 1 email address

View details of First Rate's Founder profiles and Board Members

First Rate's employee count trend

First Rate has 200 employees as of Aug 26. Here is First Rate's employee count trend over the years:

Uncover First Rate's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of First Rate include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of First Rate, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	69/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, The Carlyle Group & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, NB Group & 1 others	62/100
21st	First Rate 1991, Arlington (United States), Funding Raised	Developer of wealth technology for financial institutions and wealth management	-	Sparkbox Venture Group	55/100

Get insights and benchmarks for competitors of 2M+ companies! Sign up today!

Looking for more details on First Rate's competitors? Click here to see the top ones

First Rate has made 6 investments in companies including BQuest and Kapnative. First Rate has also acquired 2 companies including Finantech and First Rate Vantage.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Nov 21, 2025	Investments	BQuest	2023	Denver (United States)
Oct 07, 2025	Investments	Kapnative	2022	Hamburg (Germany)
Jun 05, 2024	Investments	FiSpoke	2023	Boston (United States)