About Artisan
Founded in 1998 by people who have been working both sides of the table — as software developers and as back-office operators — and building for that one industry ever since.
Artisan Software was founded in 1998 with a straightforward mission: build the back-office platform that wealth management firms actually need, designed by people who have worked on both sides of the table — as software developers and as back-office operators.
That experience matters. Understanding the daily realities of commission processing, compliance oversight, rep compensation, and regulatory reporting isn't something you can learn from a specification document. It comes from having lived it. That perspective has shaped every design decision in Maestro, from the workflow engine to the compliance architecture to the way the system handles the edge cases that every back office eventually encounters.
A San Diego company that serves one industry
Artisan is a San Diego-based software company focused exclusively on the broker-dealer, RIA, and wealth management market. We don't serve other industries, and we don't try to be all things to all firms. Our entire development and support team is based in the United States, and our client relationships tend to be long-term partnerships rather than transactional vendor arrangements. When you work with Artisan, you're working with people who understand your business and are invested in your success.
One platform, purpose-built for your industry
Over more than two decades of continuous development — including a ground-up rebuild of the entire platform in Maestro 4 — Artisan has created a comprehensive, enterprise-class back-office system that consolidates compensation processing, compliance management, workflow automation, document imaging, and rep/adviser access into a single integrated platform. No patchwork of third-party integrations. No separate systems to maintain.
Who we serve
Whether you're running a large broker-dealer/RIA with complex multi-line compensation structures, or a small boutique firm, Maestro is built to scale with your firm's needs.
Independent broker-dealers
Commissions, suitability, and document imaging on one hosted platform.
RIA firms
Fee processing, household management, and compliance workflows in one place.
Large multi-line firms
Complex, multi-line compensation structures handled at scale.
Boutique firms
Built to scale down as cleanly as it scales up.
Compliance and operations teams
Reg BI, 17a-3, OFAC, and suitability checks routed automatically.
Field reps and advisers
Self-service access to commission data, documents, and license tracking.
Firms on legacy systems
Moving off spreadsheets and stitched-together tools onto one system of record.
Firms without a continuity plan
Geographically redundant infrastructure that meets examiner expectations.