First Rate is a financial software platform that provides portfolio management, performance reporting, and investor experience solutions for wealth ma...Read more
Current Customer(s)
Market Share (Est.)
Ranking
The top three of First Rate’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
Technology | Domains | Market Share (Est.) | Versus page |
---|---|---|---|
Drivetrain | 2287 | 35.36% | First Rate vs Drivetrain |
RightCapital | 1825 | 28.22% | First Rate vs RightCapital |
Workday Adaptive Planning | 816 | 12.62% | First Rate vs Workday Adaptive Planning |
SAP Funds Management | 458 | 7.08% | First Rate vs SAP Funds Management |
Planful | 308 | 4.76% | First Rate vs Planful |
Advizr | 133 | 2.06% | First Rate vs Advizr |
Runway Financial | 108 | 1.67% | First Rate vs Runway Financial |
Runway | 74 | 1.14% | First Rate vs Runway |
Datarails | 65 | 1.00% | First Rate vs Datarails |
TIAA | 45 | 0.70% | First Rate vs TIAA |
Paro | 34 | 0.53% | First Rate vs Paro |
Your Money Line | 31 | 0.48% | First Rate vs Your Money Line |
Brixx | 26 | 0.40% | First Rate vs Brixx |
Finmark | 25 | 0.39% | First Rate vs Finmark |
Ramsey SmartDollar | 18 | 0.28% | First Rate vs Ramsey SmartDollar |
Synario | 18 | 0.28% | First Rate vs Synario |
Exopen | 18 | 0.28% | First Rate vs Exopen |
Origin Financial | 17 | 0.26% | First Rate vs Origin Financial |
Flinks | 16 | 0.25% | First Rate vs Flinks |
A3 Solutions | 13 | 0.20% | First Rate vs A3 Solutions |
Popular Comparisons
The top three of First Rate’s competitors in the Financial Planning category are Drivetrain with 35.36%, RightCapital with 28.22%, Workday Adaptive Planning with 12.62% market share.
First Rate vs Drivetrain
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 Financial
First Rate vs Runway
Around the world in 2025, over 1 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 |
The top three products and services offering customers that use First Rate for Financial Planning are Investment Performance Reporting Software (1), Portfolio Attribution Analysis (1), Investment Performance Attribution (1).
Customers
The majority of First Rate's customers for the financial-planning category fall in the company size of 100 - 249 employees (1 companies).
Employee Size
The top three geographies of First Rate for financial-planning are the United States with 1(100.00%) customers respectively.
Customers
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 Drivetrain, RightCapital, Workday Adaptive Planning. 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 Drivetrain First Rate vs RightCapital First Rate vs Workday Adaptive Planning.
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?
Close deals faster by understanding your clients well. Know their technology stack, contract renewal date, top decision-makers, hiring trends, and top company news in one place.
Get a demo