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First Rate

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First Rate is a financial software platform that provides portfolio management, performance reporting, and investor experience solutions for wealth ma...Read more

Financial Planning
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Market Share of First Rate

Current Customer(s)

3

Market Share (Est.)

0.02%

Ranking

#56

Top Competitors and Alternatives of First Rate

The top three of First Rate’s competitors in the Financial Planning category are Drivetrain with 34.54%, Workday Adaptive Planning with 13.70%, RightCapital with 13.21% market share.

TechnologyDomainsMarket Share (Est.)Versus page
Drivetrain568034.54%First Rate vs Drivetrain
Workday Adaptive Planning225413.70%First Rate vs Workday Adaptive Planning
RightCapital217213.21%First Rate vs RightCapital
SAP Funds Management10936.65%First Rate vs SAP Funds Management
Planful8815.36%First Rate vs Planful
TechnologyOne7684.67%First Rate vs TechnologyOne
Runway Financial7204.38%First Rate vs Runway Financial
Runway4542.76%First Rate vs Runway
Agicap3121.90%First Rate vs Agicap
Oracle Cloud EPM Narrative Reporting2471.50%First Rate vs Oracle Cloud EPM Narrative Reporting
Datarails2421.47%First Rate vs Datarails
Abacum1320.80%First Rate vs Abacum
TIAA1290.78%First Rate vs TIAA
Advizr1230.75%First Rate vs Advizr
Finmark780.47%First Rate vs Finmark
Dynac780.47%First Rate vs Dynac
Flinks760.46%First Rate vs Flinks
Acterys630.38%First Rate vs Acterys
Centage630.38%First Rate vs Centage
Planacy590.36%First Rate vs Planacy
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Popular Comparisons

Top Competitors and Alternatives of First Rate

The top three of First Rate’s competitors in the Financial Planning category are Drivetrain with 34.54%, Workday Adaptive Planning with 13.70%, RightCapital with 13.21% market share.

First Rate vs Drivetrain

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First Rate vs Workday Adaptive Planning

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First Rate vs RightCapital

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First Rate vs SAP Funds Management

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First Rate vs Planful

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First Rate vs TechnologyOne

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First Rate vs Runway Financial

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First Rate vs Runway

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Customers of First Rate

Around the world in 2026, over 3 companies have started using First Rate as Financial Planning tool.

CustomersEmployee RangeCityRegionCountrySocial Links
McCann10,000+New York CityNew YorkUnited States
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First Rate, Inc100 - 249ArlingtonTexasUnited States
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Mccann Erickson10 - 19DallasTexasUnited States
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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 Marketing (1), Investment Performance Reporting Software (1), Investment Performance Technology (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 10 - 19 employees (1 companies), 10,000+ 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 3(100.00%) customers respectively.

Customers

Employees of First Rate

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Also see other Products/Services by First Rate in:

Financial Planning

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 Drivetrain, Workday Adaptive Planning, RightCapital. 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 Workday Adaptive Planning First Rate vs RightCapital.

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What is First Rate customer distribution based on company size?

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What is First Rate market share in the financial-planning?

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What are the top countries that use First Rate?

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What are the top industries that use First Rate?

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