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First Rate Acquires Wealth Management Platform and Partners for Compliance

Arlington, Texas (PRWEB) April 25, 2023 First Rate, a leading wealthtech services provider to the wealth management industry, today announced the

United statesJeff cowleyCraig wietzInvestedge complianceedgeFirst rate press release copyrightFirst rateInvestedge president jeffPress release

First Rate acquires InvestEdge compliance software

First Rate announced that it is acquiring wealth platform assets of InvestEdge, a provider of compliance fintech to wealth management firms.

United statesCraig wietzJeff cowleyFirst rate

First Rate Announces Multi-Year Strategic Partnership Extension with SEI

Arlington, Texas (PRWEB) July 19, 2022 First Rate, a leading provider of wealth management solutions to the financial services marketplace, and SEI, a

Rob wrzesniewskiCraig wietzPrivate bankingGlobal solutionsFirst rate president craigFirst rate

First Rate Announces Market Centric Alignment with Management Structure Changes

Arlington, Texas (PRWEB) May 03, 2022 First Rate, a leading provider of financial service solutions to the wealth management industry, today announced a

Andhra pradeshUnited kingdomAlex sermanEmily traxlerRob bethmannGrayson greerCraig wietzKate bairdJon beadlesNayan madhamshettiwarDeborah repakInstitute certificationFirst rate professional servicesInvestment performance measurementFirst rateFirst rate vantage

First Rate Announces Partnership with Opturo

Arlington, Texas (PRWEB) December 17, 2021 First Rate, a leading provider of wealth management solutions to the financial services marketplace, and Opturo,

Craig wietzKenneth dsilvaFirst rateWealth managementFirst rate president craigCustom investmentPress release

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