First Rate:
Performance Reporting & Other Technology Solutions for Investment Management Firms
Recently Released!!!
Date Published: November 14, 2023
Summary PowerPoint Deck: 36 Slides
Reference PowerPoint Deck: 74 Slides
First Rate was founded as First Rate Investment Systems by Dave Stone & Trina Stone in 1991 and is based in Arlington, TX. First Rate has seven offices, 180 employees, & 500 institutional clients. First Rate is led by its Executive Chairman Trina Stone, CEO Dave Stone, & President Craig Wietz. First Rate is privately owned. Its web site can be found at www.firstrate.com.
First Rate's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
Its profile includes detailed outlines of its core businesses, including:
Date Published: November 14, 2023
Summary PowerPoint Deck: 36 Slides
Reference PowerPoint Deck: 74 Slides
First Rate was founded as First Rate Investment Systems by Dave Stone & Trina Stone in 1991 and is based in Arlington, TX. First Rate has seven offices, 180 employees, & 500 institutional clients. First Rate is led by its Executive Chairman Trina Stone, CEO Dave Stone, & President Craig Wietz. First Rate is privately owned. Its web site can be found at www.firstrate.com.
First Rate's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
- First Rate Investment Systems Phase
- Staffing Phase
- Acquisitions Phase
Its profile includes detailed outlines of its core businesses, including:
- First Rate Performance
- First Rate Ventures
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Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
