Investment platforms
It provides technology integrated across front-office client, portfolio, account, and asset management for direct-to-client wealth management services.
Source: LinkedIn company description · Retrieved October 13, 2026
FirstStep is a financial technology company providing investment platforms to financial institutions.
Its platforms serve financial services and wealth management sectors.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
FirstStep seeks partnerships with asset managers, wealth managers, and financial advisers.
It provides technology integrated across front-office client, portfolio, account, and asset management for direct-to-client wealth management services.
Source: LinkedIn company description · Retrieved October 13, 2026
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Snapshot: October 11, 2026
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 11, 2026, September 12, 2026, September 16, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 30, 2026 and October 11, 2026. How the company lists are built.
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