First Rate Vantage (Part of First Rate)
Valuation
$1.7M
2025 Revenue
$550K
Funding
$0
Team
5
Founded
1999
How First Rate Vantage (Part of First Rate) grew First Rate Vantage (Part of First Rate) to $550K revenue with a 5 person team in 2025.
First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike. Clients around the world trust us to deliver a reliable investor experience, powerful partnership and portfolio accounting tools, streamlined fundraising, investor reporting, cap table management, and more. Navigating the complexities of managing a fund is challenging enough without the additional constraints of outdated or siloed systems. Our tailored solutions provide fund managers with the tools they require to operate their funds with confidence. For additional information, visit vantage-software.com.
Last updated
First Rate Vantage (Part of First Rate) Revenue
In 2025, First Rate Vantage (Part of First Rate)'s revenue reached $550K. Since its launch in 1999, First Rate Vantage (Part of First Rate) has shown consistent revenue growth.
| Year | Milestone |
|---|---|
| 2025 | First Rate Vantage (Part of First Rate) Hit $550k revenue in September 2025 |
| 1999 | Launched with $0 revenue |
First Rate Vantage (Part of First Rate) Valuation, Funding Rounds
First Rate Vantage (Part of First Rate)'s most recent disclosed valuation is $1.7M.
First Rate Vantage (Part of First Rate) is a bootstrapped Investment Accounting Software startup. Founded in 1999, First Rate Vantage (Part of First Rate) has grown to $550K in revenue without raising any venture capital or outside funding.
As a self-funded Investment Accounting Software SaaS company, First Rate Vantage (Part of First Rate) has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold |
|---|
First Rate Vantage (Part of First Rate) Employees & Team Size
First Rate Vantage (Part of First Rate) employs approximately 5 people as of 2026.
First Rate Vantage (Part of First Rate) has 5 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2025 | Reached 5 employees (September 2025) |
Customers
We do not have customer count information for First Rate Vantage (Part of First Rate) yet.
Frequently Asked Questions about First Rate Vantage (Part of First Rate)
What is First Rate Vantage (Part of First Rate)'s revenue?
First Rate Vantage (Part of First Rate) generates $550K in revenue.
How much funding does First Rate Vantage (Part of First Rate) have?
First Rate Vantage (Part of First Rate) raised $0.
How many employees does First Rate Vantage (Part of First Rate) have?
First Rate Vantage (Part of First Rate) has 5 employees.
Where is First Rate Vantage (Part of First Rate) headquarters?
First Rate Vantage (Part of First Rate) is headquartered in Arlington, Texas, United States.
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Compare First Rate Vantage (Part of First Rate) to the industry
First Rate Vantage (Part of First Rate) operates across multiple industries. Browse revenue, funding, and growth data for First Rate Vantage (Part of First Rate) in each sector below.
Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .