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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 ....

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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. ....

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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 ....

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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 ....

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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, ....

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