April Rudin
Arlington-based First Rate Inc., a global provider of AI reporting and compliance services for the wealth management industry, has added global marketing strategist April Rudin, CEO of The Rudin Group, to its board of advisors.
“We’re thrilled to welcome April to our talented board,” First Rate President Craig Wietz said in a statement. “The wealth management industry is experiencing a significant transformation, and First Rate is at the forefront of this change. As one of our distinguished board members, April will help us with sophisticated, strategic marketing and communications that will reinforce our leadership position in the industry.”
As founder and CEO of The Rudin Group, Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, the company said.
The Rudin Group recently celebrated 15 years of service.
‘At the forefront of wealthtech’
“First Rate has been at the forefront of wealthtech and their reputation as a world-class leader in this space speaks for itself. Trina and Dave’s passion matches my own and together we will continue to elevate the company’s brand among RIAs, asset managers, and family offices. I look forward to what comes next,” Rudin said in a statement.
First Rate said that Rudin has been disrupting the financial services marketing landscape since 2008 with the founding of The Rudin Group.
Rudin and her team specialize in creating customized and compliant marketing solutions for multi-family offices, wealth management firms, private banks, RIAs, wealthtechs/fintechs, and other financial services firms that want to be visible in the UHNW/HNW space.
First Rate said it helps wealth management companies grow and thrive as stewards of their clients’ investments.
Its innovative services and solutions help financial firms create transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients, First Rate added.
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