First Rate Investment Systems Revenue and Competitors

Location

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Total Funding

Estimated Revenue & Valuation

  • First Rate Investment Systems's estimated annual revenue is currently $29M per year.(i)
  • First Rate Investment Systems's estimated revenue per employee is $159,500

Employee Data

  • First Rate Investment Systems has 182 Employees.(i)
  • First Rate Investment Systems grew their employee count by 57% last year.

First Rate Investment Systems's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
Chief Administrative OfficerReveal Email/Phone
3
Managing DirectorReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Managing Director, Alternative Asset ManagementReveal Email/Phone
6
Managing Director - Special ProjectsReveal Email/Phone
7
Director R&DReveal Email/Phone
8
Managing DirectorReveal Email/Phone
9
Managing DirectorReveal Email/Phone
10
Managing Director, Data ServicesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.5M12112%N/AN/A
#2
$90.4M49924%N/AN/A
#3
$2M20-23%N/AN/A
#4
$226.8M109446%$261MN/A
#5
$406.7M26008%$26.1MN/A
#6
$14.8M102-61%N/AN/A
#7
$8.6M66-1%N/AN/A
#8
$13.2M91-5%$752.5MN/A
#9
$36.5M2296%N/AN/A
#10
$56.6M31223%N/AN/A
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What Is First Rate Investment Systems?

Founded in 1991, First Rate is an employee-owned company that today counts 10 of the 25 largest custodial banks and two of the largest brokerage firm service providers in the United States as our clients. We have interfaces with multiple portfolio management and investment accounting systems, and offer the most dynamic, Web-based performance analysis and reporting solution available for domestic investment portfolios.

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Total Funding

182

Number of Employees

$29M

Revenue (est)

57%

Employee Growth %

N/A

Valuation

N/A

Accelerator

First Rate Investment Systems News

2022-04-20 - Tech titans want the richest Californians to pay for pandemic preparedness

They say the government must dramatically increase its investments in the crumbling public health system, considering how unprepared California...

2022-04-20 - Community Bank System, Inc. Reports First Quarter 2022 ...

“Community Bank System's first quarter 2022 results were ... to lower market interest rates on new loan originations and investments and the...

2022-04-06 - Stocks and Bonds Are Giving Investors Whiplash

Bulls, on the other hand, point out that the stock market often continues to rally after the first rate increase in a tightening cycle.

2021-06-16 - First Rate Named a Finalist in Five Categories in the 2021 wealthmanagement.com “Wealthies” Industry Awards Program

These investments are bringing the latest technologies to helping wealth firms scale advice, while driving productivity and delivering an outstanding client experience. ARLINGTON, Texas (PRWEB) June 16, 2021 First Rate, a leading provider of financial technology and services to the wealth mana ...

2021-06-03 - First Rate Powers Sustainable Fund Research for Purpose Capital Advisors

For financial advisors, Blue Chip Sustainable Funds can be considered as building blocks in the construction of globally diversified sustainable and impact investing portfolios. ARLINGTON, Texas (PRWEB) June 03, 2021 First Rate, a leading provider of financial technology and services to the we ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M18210%N/A
#2
$20.6M184-10%N/A
#3
$7.5M1846%N/A
#4
$35M18511%N/A
#5
$51.5M1857%N/A