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April Rudin
Arlington-based First Rate Inc., a global provider of AI reporting and compliance services for the wealth management industry, has added April Rudin, CEO of The Rudin Group and global marketing strategist, to its advisory board.
“We are thrilled to welcome April to our talented board of directors,” First Rate President Craig Wiets said in a statement. “The wealth management industry is undergoing significant transformation, and First Rate is at the forefront of this change. As one of our distinguished board members, April supports sophisticated strategic marketing and communications. This will strengthen our leadership position in the industry.”
As founder and CEO of The Rudin Group, Mr. Rudin leads a national team of industry communications professionals who develop marketing campaigns for the world’s leading wealth management firms, fintechs, and family offices. the company said.
Rudin Group recently celebrated its 15th anniversary in service.
“The forefront of wealth tech”
“First Rate is at the forefront of wealth tech, and our reputation as a world-class leader in this space speaks for itself. Trina and Dave’s passion matches mine, and we “Together, we will continue to elevate the firm’s brand among RIAs, asset managers, and family offices. We look forward to seeing what happens next,” Rudin said in a statement.
First Rate said Rudin has continued to disrupt the financial services marketing landscape since he founded the Rudin Group in 2008.
Rudin and her team provide customized services for multifamily offices, wealth management companies, private banks, RIAs, wealthtech/fintech, and other financial services companies that want to stand out in the ultra-high net worth/high-net-worth space. We specialize in creating compliant and compliant marketing solutions.
First Rate said this will help asset managers grow and prosper as stewards of their customers’ investments.
Its innovative services and solutions help financial firms increase transparency, increase efficiency and enable advisors to create more meaningful and intelligent investment strategies for their clients, First Rate added. .
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