Summary

First Rate Inc

Founded in 1991

Description

First Rate exists to help wealth management companies become better stewards of their clients investments with best-in-breed investment reporting solutions

Strengths

  • First Rate Inc has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Since First Rate Inc was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Variance of revenue growth is more than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

First Rate Inc's annual revenue

$41919000

Based on Kona Equity data

  • Revenue per employee

    $410971

  • Variance of revenue growth

    0.66

  • Annual revenue growth since founding

    $658096

  • Revenue growth rate from first known quarter to current

    -17.7%

Employee Count

102 employees

  • Employee growth rate from first known quarter to current

    -17.7%

Executives

Deborah Repak

Managing Director

d**@firstrate.com

David Stone

CEO

d**@firstrate.com

Curtis Chrissy

Office Coordinator

c**@firstrate.com

Deana Price

Field Service Representative

d**@firstrate.com

John Watkins

Director, Research & Development

j**@firstrate.com

Samantha Schoaf

Loan Processor

s**@firstrate.com

Danielle Hestilow

Rate Financial

d**@firstrate.com

Walter Hollister

Vice President, Sales

w**@firstrate.com

Nicolas Lalin

Administration Head of Logistics

n**@firstrate.com

Bo Mcwilliams

Chief Technology Officer

b**@firstrate.com

Alex Serman

Managing Director, Wealth

a**@firstrate.com

Rob Bethmann

Director and General Manager In Service Bureau

r**@firstrate.com

Ashley Milan

Production Partner

a**@firstrate.com

Hugo Collado

Director Comercial

h**@firstrate.com

Emily Traxler

Chief Marketing Officer

e**@firstrate.com

Craig Wietz

President

c**@firstrate.com

Brian Puerschner

Account Manager, Business Development

b**@firstrate.com

Bonnie Saylors

Sales Administrative Assistant, Marketing

b**@firstrate.com

Kristen Brown

Mortgage Broker

k**@firstrate.com

Sudheer Kumar

Investment Performance Auditor

s**@firstrate.com

Danny Li

Executive Director

d**@firstrate.com

Noel Vandever

Controller & Director, Corporate Operations

n**@firstrate.com

Virginia Franklin

Executive Assistant

v**@firstrate.com

Kate Baird

General Manager

k**@firstrate.com

Sabine Adams

General Manager of Professional Services

s**@firstrate.com

Debra Detweiler

General Manager, Solutions, Reporting & Analytics

d**@firstrate.com

Jeanne Benson

General Manager, Managed Hosting

j**@firstrate.com

G Score - 3

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Web Analysis

  • Rank

    4.11 M

  • Page views per visitor

    2.0

  • Daily time

    1:25

  • Bounce Rate

    31.0 %

Location

1903 Ascension Blvd. 
Arlington, TX  76006

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Key Information

  • SIC: 73; 737
  • NAICS: 5223; 5182
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with First Rate Inc.

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Frequently Asked Questions

Where is First Rate Inc located?

First Rate Inc's headquarters are located at 1903 Ascension Blvd.  Arlington, TX  76006.


What is First Rate Inc's official website?

First Rate Inc's official website is firstrate.com


What is First Rate Inc's revenue?

First Rate Inc's annual revenue is $41.9 M.


What is First Rate Inc's SIC code?

First Rate Inc's SIC: 73; 737


What is First Rate Inc's NAICS code?

First Rate Inc's NAICS: 5223; 5182.


How many employees does First Rate Inc's have?

First Rate Inc has 102 employees


What industry does First Rate Inc belong to?

First Rate Inc is in the industry of Computer software.

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