Contact us to
learn more about
First Rate
1. Company Name
2. Your First Name
3. Your Last Name
4. Your Email Adress
5. Your Role/Title
6. Your LinkedIn URL
7. Company Website URL
Client Referral
Event or Webinar
Online Search
Social Media/LinkedIn
Other
8. How did you hear about First Rate?
9. If you answered "Other" to the previous question, please answer below.
Wealth Management Firm
Trust Company
RIA Platform/Network
RIA
Broker-Dealer
Family Office/Multi-Family Office
Bank or Credit Union
FinTech Provider (WealthTech, InvestTech, etc.)
Custodian
Back-Office or BPO Provider
Data Aggregator or FinData Platform
CRM or Client Portal Vendor
Strategic Consultant or Advisory Firm
Accelerator, Incubator or VC
Other
10. What best describes your company or the verticals you serve? (Select all that apply)
11. Why are you interested in partnering with First Rate?
Referral/Lead Sharing
Co-Sell/Resell
Technology Integration
Joint Marketing or Events
Other
12. What kind of partnership are you exploring? (Select all that apply) *
Yes
No
Not Sure
13. Do you currently have any mutual clients with First Rate? *
14. Anything else you'd like us to know?
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