Empowering Your Investment Success for Over 25 Years
At First Rate Vantage, we provide comprehensive, innovative solutions to streamline your alternative investment management, backed by decades of industry experience.
Our Journey
Founded in 1999 by a former executive of PwC, First Rate Vantage was born out of a need for more efficient and reliable investment management tools. Frustrated by the time-consuming inefficiencies of managing private equity deal flow, investor accounting, and reporting with fragmented systems, our founder envisioned a comprehensive platform that could seamlessly handle these complex processes.
In 2021, we joined forces with First Rate, Inc., leveraging their decades of experience in providing innovative solutions and services to financial firms. This partnership has allowed us to expand our capabilities and impact, offering unparalleled support and expertise to our clients.
Today, First Rate Vantage is a trusted leader in the alternative investment management space, known for our commitment to accuracy, dependability, and exceptional customer service. Our mission is to empower investment professionals with the tools they need to succeed, helping them navigate the complexities of alternative investments with confidence and ease.
Who We Are
We are First Rate, a global WealthTech firm with over three decades of experience delivering innovative technology solutions to the financial services industry. Unlike many of our peers, we remain privately held, with a vision of operating as a permanent holding company that exists to serve its co-workers, customers, and communities worldwide. Our future does not involve an exit but is focused on our 300-year mission to reflect God’s character and positively impact business practices in the communities we operate through modeling our values of love, give, serve, and enjoy.
We call our relational corporate philosophy, First Rate Living, enabling us to provide long-term access to technology and world class service, all created to help you build and scale your business. This philosophy underpins our commitment to fostering lasting relationships and delivering exceptional value to our clients.
Ease of use for the users and have innovative ideas
Krunal Patel