First Rate
First Rate is a financial software platform that provides portfolio management, performance reporting, and investor experience solutions for wealth ma...Read more
Market Share of First Rate
Current Customer(s)
2
Market Share (Est.)
0.05%
Ranking
#23
Top Competitors and Alternatives of First Rate
The top three of First Rate’s competitors in the Financial Planning category are RightCapital with 40.91%, Workday Adaptive Planning with 22.10%, SAP Funds Management with 14.22% market share.
| Technology | Domains | Market Share (Est.) | Versus page |
|---|---|---|---|
| RightCapital | 1516 | 40.91% | First Rate vs RightCapital |
| Workday Adaptive Planning | 819 | 22.10% | First Rate vs Workday Adaptive Planning |
| SAP Funds Management | 527 | 14.22% | First Rate vs SAP Funds Management |
| Planful | 389 | 10.50% | First Rate vs Planful |
| Advizr | 131 | 3.53% | First Rate vs Advizr |
| Runway | 78 | 2.10% | First Rate vs Runway |
| TIAA | 53 | 1.43% | First Rate vs TIAA |
| Paro | 32 | 0.86% | First Rate vs Paro |
| Brixx | 28 | 0.76% | First Rate vs Brixx |
| Ramsey SmartDollar | 22 | 0.59% | First Rate vs Ramsey SmartDollar |
| Origin Financial | 18 | 0.49% | First Rate vs Origin Financial |
| Flinks | 17 | 0.46% | First Rate vs Flinks |
| Parametric | 13 | 0.35% | First Rate vs Parametric |
| Jirav | 12 | 0.32% | First Rate vs Jirav |
| FinFit | 12 | 0.32% | First Rate vs FinFit |
| iTWO costX | 8 | 0.22% | First Rate vs iTWO costX |
| Your Money Line | 7 | 0.19% | First Rate vs Your Money Line |
| Archer | 7 | 0.19% | First Rate vs Archer |
| SMArtX Advisory Solutions | 7 | 0.19% | First Rate vs SMArtX Advisory Solutions |
| SAS Capital Planning And Management | 3 | 0.08% | First Rate vs SAS Capital Planning And Management |
Popular Comparisons
Top Competitors and Alternatives of First Rate
The top three of First Rate’s competitors in the Financial Planning category are RightCapital with 40.91%, Workday Adaptive Planning with 22.10%, SAP Funds Management with 14.22% market share.
First Rate vs RightCapital
First Rate vs Workday Adaptive Planning
First Rate vs SAP Funds Management
First Rate vs Planful
First Rate vs Advizr
First Rate vs Runway
First Rate vs TIAA
First Rate vs Paro
Customers of First Rate
Around the world in 2024, over 2 companies have started using First Rate as Financial Planning tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| First Rate | 100 - 249 | Arlington | Texas | United States |     |
| JM Osborne Rural & Sporting | 20 - 49 | Banbury | England | United Kingdom | |
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First Rate Customers by Products and Services
The top three products and services offering customers that use First Rate for Financial Planning are Investment Performance Reporting Software (1), Probate Inheritance Tax Planning (1), Shoot Analysis (1).
Customers
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First Rate Customers by Employee Size
The majority of First Rate's customers for the financial-planning category fall in the company size of 20 - 49 employees (1 companies), 100 - 249 employees (1 companies).
Employee Size
First Rate Customers by Geography
The top three geographies of First Rate for financial-planning are the United States with 1(50.00%), United Kingdom with 1(50.00%) customers respectively.
Customers
Employees of First Rate
Also see other Products/Services by First Rate in:
FAQ
Find answers to the most often asked questions by users.
Who are the top First Rate competitors?
First Rate’s Top competitors in the financial-planning category are RightCapital, Workday Adaptive Planning, SAP Funds Management. You can view a full list of First Rate competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of First Rate and 40,000 other technologies on the internet. You can also compare First Rate and its feature with top competitors here : First Rate vs RightCapital First Rate vs Workday Adaptive Planning First Rate vs SAP Funds Management.
What is First Rate customer distribution based on company size?
What is First Rate market share in the financial-planning?
What are the top countries that use First Rate?
What are the top industries that use First Rate?
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