Redefining Wealth Management with AI enabled digital platforms
We are driven by a relentless pursuit of innovation, Creativity and excellence.
7
Worldwide Locations
10
+
Clients Worldwide
40
+
Team Members
5 Years
In Business
Our Story
A Great Story Starts with a Friendly Team
Our team's shared vision is to achieve the organizational objective is accomplished by unwavering commitment and encouraging cross pollination of the ideas from all the employees irrespective of the position they hold.
Our Values
These actions are at the core of our life philosophy and company values.
Love
Let all we do be done in love
Give
Freely giving and not holding back
Serve
Putting others needs before our own
Enjoy
Find pleasure in work and recreation
Firstrate Culture
At FirstRate WealthTech, our culture is the heartbeat of our organization. It shapes the way we work, innovate, and serve our clients. We're not just a company; we're a community of like-minded individuals who share a common vision and values. Discover what makes our culture unique and how it drives our success.
- Behave as Family
- High Impact Contribution
- Contextual vs Control Management Style
- Entrepreneurial Business Approach
- Highly Aligned, Loosely Coupled Organization
- Long Term Focus