First Rate Investment Performance Group

09/25/2024

Grab your coworkers, get outside, and take time for some fun (aka friendly competition)! 🍁☀️

03/29/2024

🚀🌎👩‍💻 As we close out Women's History Month, we had a few of the First Rate women share wisdom on how they each began their careers, the legendary women who have inspired them, career advice, and the impacts they hope to leave on the world.

🌟Check it out:

To celebrate Women's History Month 2024, we asked a few of the First Rate women to share wisdom on how they each began their careers, the legendary women who...

03/22/2024

Another First Rate WealthTech Social in the books!

It’s always a good time with our friends in Philadelphia! Nothing beats this time with our clients, partners, and their communities. Thank you, Victory Brewing Company, for hosting us. 🍻✨

Where should we go next?!

03/08/2024

⭐️👩‍💻 Today, we celebrate the achievements and invaluable contributions of our women all around the world. As a women-owned software company, we’re excited to be breaking barriers, embracing diversity, and celebrating what every person brings to the table.

🍽️ In the spirit of coming to the table - a few of our First Rate women got to celebrate the day in fellowship with several inspiring leaders at the annual Inspiring Women’s Luncheon hosted by the Arlington Chamber of Commerce. One of our favorite local events of the year!

Happy International Women’s Day from First Rate Inc!

08/17/2023

Dessert Day at the Arlington office!!! 🍍🍭🍦🥭🍨 Thank you

07/19/2023

Another successful year at the First Rate Global Sales Summit - FIRST RATE CHILE EDITION!🇨🇱

Every year representatives from each global region come together at one of our global offices for the First Rate Global Sales Summit. At the summit, each region showcases market insights and our growing impact on each of our communities. This year we also facilitated a Family Office Roundtable, focusing on meeting the needs of   worldwide using our Finantech reporting platform, First Rate Vantage, and Data Services.

But it wasn't all work! As you probably know by now, one of our core values is ENJOY. Our team enjoyed Santiago through skiing in Valle Nevado, wine tours, hikes, learning Padel, and cherishing quality time with our local team members who serve 35 clients throughout Latin America.
   

06/16/2023

First Rater’s were feeling the HEAT and getting competitive at Chicken N Pickle last night! 🏓🍗💚 This is what it looks like to “TAKE TIME FOR FUN”, one of our favorite First Rate Pillars.

Cheers to summer fun and friends! 🍻🌞

03/08/2021

As a proud woman-led fintech firm, we . We choose to challenge the systems, ideologies, and stereotypes that create hindrances in achieving . We reached out to our First Rate team to share what they chose to challenge:
https://firstrate.com/blog/first-rate-chooses-to-challenge-international-womens-day-2021

03/08/2021

As a proud woman-led fintech firm, we . We choose to challenge the systems, ideologies, and stereotypes that create hindrances in achieving . We reached out to our First Rate team to share what they chose to challenge:
https://lnkd.in/gAaKtGC

01/01/2021

#2020 has been one for the books, and I bet you all are as excited for a fresh start as we are. From all of us at First Rate we wish you all the best as we enter a brand new year.

#2021

12/29/2020

Hear directly from our employees as they share how they have chosen to live out each of our values at work, at home, and in their communities in 2020 and how they plan to in 2021: https://go.firstrate.com/how-first-rate-expressed-love-give-serve-enjoy-in-2020

As 2020 ends and we look forward to ringing in the new year, we turned to the First Rate Core Values. Hear how we have expressed these in 2020 and beyond.

12/25/2020

: With a passion for First Rate’s core values of & , Kathryn Stone jump started a campaign asking each of her coworkers to share what they are thankful for and kind words they wish to tell their peers. Learn what drove to run this campaign what she is excited to share with her peers: https://go.firstrate.com/be-kind-be-thankful

With a passion for First Rate's core values, Kathryn jump-started a campaign to ask employees to share words of kindness and what they are thankful for.