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Maestro Advisory Services

The Maestro P-a-a-S injects shared enterprise type services to the Independent Financial Service professional

  • Stage Concept Only
  • Industry Financial Services
  • Location Beverly Hills, CA, USA
  • Currency USD

Company Summary

We saw a common problem among Independent Financial Service Professionals; lack of team and firm collaboration, a high-risk digital security posture, and a low consumer/retail level of access to their team rolodex of financial service and product providers such as Financial Planning, Custody, Insurance, etc. The Maestro portal and centralized client support desk empowers Independent teams to operate in an enterprise environment.

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