Stefan Maxwell

Investment Performance Analyst at First Rate, Inc - Arlington, Texas, US

Stefan Maxwell's Contact Details
HQ
(817) 525-1900
Location
Company
First Rate, Inc
Stefan Maxwell'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 Stefan Maxwell
Stefan Maxwell currently works for First Rate, Inc.
Stefan Maxwell's role at First Rate, Inc is Investment Performance Analyst.
Stefan Maxwell's email address is ***@firstrate.com. To view Stefan Maxwell's full email address, please signup to ConnectPlex.
Stefan Maxwell works in the Software industry.
Stefan Maxwell's colleagues at First Rate, Inc are Kathryn Stone, Kate Baird, Tricia Duffy, Evalyn Mcclintic, Brian CISM, Harper Wilson, Jon '''O''''Ferrall''' and others.
Stefan Maxwell's phone number is (817) 525-1900
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