Craig Wietz

President at First Rate, Inc - Arlington, Texas, US

Craig Wietz's Colleagues at First Rate, Inc
Ayushi Gupta

Investment Performance Analyst

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Jon Beadles

Relationship Manager

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Aniket Kajale

Investment Performance Analyst

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Rachel Guy

Relationship Manager

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Emily Nash

Marketing Operations Associate

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Craig Wietz's Contact Details
HQ
(817) 525-1900
Location
Southlake, Texas, United States
Company
First Rate, Inc
Craig Wietz's Company Details
First Rate, Inc logo, First Rate, Inc contact details

First Rate, Inc

Arlington, Texas, US • 195 Employees
Software

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

Financial Reporting Wealth Management Solutions Portfolio Management Wealth Management Products Financial Planning Wealth Management Analytics
Details about First Rate, Inc
Frequently Asked Questions about Craig Wietz
Craig Wietz currently works for First Rate, Inc.
Craig Wietz's role at First Rate, Inc is President.
Craig Wietz's email address is ***@firstrate.com. To view Craig Wietz's full email address, please signup to ConnectPlex.
Craig Wietz works in the Software industry.
Craig Wietz's colleagues at First Rate, Inc are Blake Miller, Ayushi Gupta, Jon Beadles, Aniket Kajale, Rachel Guy, Emily Nash, Bennet Hickok and others.
Craig Wietz's phone number is (817) 525-1900
See more information about Craig Wietz