First Rate, a leading provider of AI reporting and compliance services for the wealth management sector, proudly announces the addition of global marketing strategist April Rudin, CEO of The Rudin Group, to its Board of Advisors.
“We are delighted to welcome April to our esteemed board,” remarked Craig Wietz, President of First Rate. “In an era of significant transformation within the wealth management industry, First Rate stands as a vanguard of change. With April’s expertise, we aim to fortify our position as industry leaders through sophisticated, strategic marketing and communications initiatives.”
April Rudin, as the founder and CEO of The Rudin Group, leads a team of industry communication specialists renowned for crafting marketing campaigns for top-tier wealth management firms, fintech companies, and family offices. Celebrating 15 years of excellence, The Rudin Group has earned global recognition for its innovative services.
“First Rate’s reputation as a premier wealthtech leader is unparalleled,” commented Rudin. “Aligned with Trina and Dave’s vision, I am eager to contribute to further elevating the company’s brand among RIAs, asset managers, and family offices. Exciting times lie ahead.”
Since 2008, Rudin has been reshaping the financial services marketing landscape, focusing on tailored and compliant marketing solutions for multi-family offices, wealth management firms, private banks, RIAs, and wealthtech/fintech entities targeting the UHNW/HNW segment. Her accolades span multi-generational strategy, messaging, content creation, social/digital media, PR/marketing, and UHNW/HNW inbound lead generation.
About First Rate: First Rate is committed to empowering wealth management companies in their role as custodians of client investments. With innovative services and solutions, we champion absolute transparency, efficiency, and advisor empowerment, facilitating more insightful investment strategies. Our flexible solutions evolve with industry demands, backed by over 30 years of experience, to meet the diverse needs of our partners. Leveraging data aggregation, performance calculation, client reporting, and intelligent analytics powered by AI, our technologies empower wealth managers to enhance efficiency and provide strategic value to investors.
