First Rate is a global WealthTech firm that has been thriving for over 30 years. Founded by Dave and Trina Stone, the company is built on the principle of serving clients, coworkers, and communities with dedication, humility, and gratitude. With a diverse team representing various cultures and talents, First Rate has grown into a trusted brand in the industry.

The company's innovative technology and exceptional service have earned them a loyal customer base, with an average tenure of over 14 years. First Rate is proud to be independent and committed to remaining so. Their presence spans four continents, allowing them to help customers manage internationally diverse and complex portfolios.

At First Rate, love, giving, serving, and enjoying are not just words, but core values that shape their philosophy and company culture. The leadership team, led by CEO Dave Stone and Executive Chair Trina Stone, is dedicated to maximizing human potential and treating employees like royalty. Join First Rate in their mission to exceed expectations, build innovative technology, and serve customers at the highest level