Castine stands as the premier independent provider of commission management and research solutions globally, serving over 2,500 firms with unparalleled expertise built over three decades. Our deep industry knowledge isn’t theoretical; it’s earned through decades of successful implementations for both top-tier institutions and emerging start-ups that rely on our proven best practices.

The Castine Advantage: Where Expertise Meets Flexibility

True Industry Experts

• 30+ years of exclusive focus on financial services

·       Trusted by over 500 asset managers and brokers, and over 2000 independent research providers worldwide

• Hundreds of global implementations across CSAs, research management, compensation, and analytics

·       Unmatched delivery record with a 100% acceptance guarantee (we’ve never failed acceptance)

·       Recognized thought leaders featured in podcasts, publications, educational forums, and global conferences

No “One Size Fits All” Approach

Unlike competitors who force rigid solutions or behemoths that try to do everything for everybody, Castine focuses just on three types of users: asset managers, brokers, and research firms (IRPs). We recognize that firms operate in very unique ways, be they large, complex institutions or start-ups. Our modular, “tool kit” approach allows each client to create a best in class solution that adapts as business needs evolve and regulatory requirements change.

Secure, Independent, and Future-Ready

• Privately owned and free from large corporate bureaucracy, ensuring nimble innovation and rapid deployment
• Full compliance with security protocols for hosting, encryption, and backup & more
• A trusted partner in navigating the regulatory landscape with

All Roads Lead to Castine, Where Financial Services Firms Find Their Edge

For asset managers, brokers, and independent research providers, Castine delivers bespoke solutions designed to accelerate success across your entire commission and research workflow.

Smart Solutions for Every Stage

• Commission Management: End-to-end CSA management with aggregation, agreements, payment approvals, and advanced analytics
• Trade Analytics: Robust reporting across asset classes, OMS platforms, and currencies, intuitive and built for users, not data scientists
• Research Management: Comprehensive RMS supporting internal and external research, budgeting, discovery, and payment approval workflows
• Research Invoicing: Streamlined invoicing and revenue attribution for brokers and IRPs, unified in one portal
• Castine Virtual: Free virtual aggregation platform simplifying research payment management for asset managers
• Broker Compensation: Performance and profitability insights for institutional and retail brokers with dynamic, grid-based discretionary compensation engine
• Compliance Integration: Full-scale monitoring and compliance tools to support governance and oversight

Growing Together with Consistency and Trust

For over three decades, Castine has delivered scalable, industry-defining solutions. Our average client tenure exceeds 10 years, and we’re proud to have achieved 100% client retention in many recent years. Our growth has extended through strategic acquisitions like ResearchPool, bringing expanded research management capabilities to our ecosystem.

Castine has also grown through acquisitions, including the recent acquisition of Paris-based ResearchPool, expanding Castine’s offerings into research management (RMS).

Global Reach, Local Relevance

From boutique operations to multinational firms, Castine supports global clients navigating ever-evolving regulatory landscapes:

• Operating across North America, Asia, the UK, and Europe
• On-the-ground teams in five countries across three continents
• Deep understanding of SEC 28(e), MiFID II, CCA, CSA, RPA, and other regulatory frameworks
• Tailored solutions for both buy-side and sell-side
• Expertise across institutional and retail domains

Commission Management and Research… Re-Imagined

In a world of siloed systems and hidden inefficiencies, Castine offers the only truly integrated, modular platform built to evolve with your business. Our blend of deep domain expertise, agile technology, and proven implementation success makes us the clear choice for firms serious about operational excellence.  We would be honored to help turn your challenges into milestones.