This collaboration will bring added value to financial advisors, institutional investors, and corporate decision-makers worldwide.

FirstRate, serving over 500 clients globally, will integrate Knowledge Ridge’s insights into its wealth management platform, enhancing portfolio performance, client reporting, and AI-driven strategies.

Knowledge Ridge, established in 2016, connects organizations with expert insights, aiding strategic decisions across sectors. This partnership combines FirstRate’s AI tools and Knowledge Ridge’s expertise, creating a powerful platform for informed wealth management.