Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data.

Our platform delivers the complete picture of every corner of wealth, from illiquid and liquid investments to liabilities and passion assets. Our platform protects that data with military-grade security and encryption.

We do not see wealth as complex micro-categories. Instead, our WealthArchitecture is built for the future, is owned exclusively by you, and delivers 100% visibility. Today, wealth preservation and legacy-building begin with 100% personal wealth data control, regardless of asset type.

The Masttro platform offers that control in three core ways:

  • Ingestion of complete wealth data and documents, with ultimate flexibility to handle any asset type or valuation source.
  • Holistic views of every corner of your wealth, presented simply, intuitively, and action-ably, and with the ability to slice and dice your wealth data based on your needs.
  • Protection of your wealth data with military-grade security and private encryption.

Have a question regarding Masttro?

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What sets Masttro apart?

"Masttro runs on the philosophy that modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structures, asset classes, and a move to unstructured data. The firm’s intuitive interface, military-grade security, holistic view of wealth, and anytime, anywhere access protocols for approved users are best-in-class."
Zach Grau


Get an overview of what this software does.

Main tasks

  • Consolidated, 360-degree view of total net wealth (full balance sheet)
  • Data ingestion & management
  • Estate & wealth mapping
  • Portfolio analysis
  • Consolidated reporting
  • Document & contact management

Top features

  • Data aggregation (direct, server-to-server feeds to more than 500+ custodians globally)
  • Interactive portfolio analytics
  • Estate & wealth mapping tool
  • Above-industry standard cybersecurity and data privacy standards
  • Flexible reporting in PDF & Excel
  • Cash projections
  • Multi-currency
  • Compliance center
  • Portfolio management
  • Track banking relationships and fees
  • Artificial intelligence-enabled document reader for private equity
  • Communication portals for within the family and with trusted Advisors
  • Integrated general ledger
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

Assets supported

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Private direct company
  • Collectables
  • Cryptocurrencies
  • Pooled vehicles
  • Liabilities
  • Receivables


  • GDPR


  • Yes

Type Of Software



  • Military-grade infrastructure
  • Encryption keys
  • Data stored in an independent Tier 4 data center in Geneva with a redundancy site in Lausanne
  • ISAE 3402 Type II certified operating data center
  • Advanced Encryption Standard 256


  • Proprietary integrated wealth technology solution


  • Complimentary software by either push or pull data aggregation

Mobile App

  • Yes

Type of data

  • Transaction level data


  • Machine learning and artificial intelligence
  • Direct server-to-server connection


  • 500+

Time to new custodian

  • Less than 30 days and no cost to clients


  • Supports all notional currencies
  • Set multiple reporting currencies
  • Separate holding level p&l from currency p&l
  • Based on transaction data

Cost structure

  • Flat fee

Average cost p.a.

  • Individual pricing model (based on features and not AuM)

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 100-500


  • 2010


  • Owned by management


United States of America


  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago

Top markets

  • United States of America
  • Switzerland
  • Canada
  • Italy
  • Mexico

Total AUM

  • Masttro’s platform is uniquely designed to restrict Masttro’s visibility to client data, including client assets, as part of its award-winning data privacy standards.


  • Single family offices
  • Multi-family offices
  • Wealth/asset managers
  • Private banks
  • Financial Institutions
  • Fund/Private investment/Pooled vehicle managers
  • Professional Services Firms

Serves also

  • Financial advisors
  • Registered investment advisors
  • Broker-dealers
  • Individual wealth owners
  • Trust & estate companies


Available on request

What Masttro's clients say?

"Our private wealth clients and family offices are extremely demanding and thanks to our partnership with Masttro, today we can support our clients’ needs with state-of-the-art wealth technology that offers our clients a true comprehensive and holistic vision of their assets."
, Head of Technology, Private Wealth Management division of Global Bank

Support & Services

Learn what support and services you can expect

Support options

Dedicated contacts, onboarding & service teams
High Touch onboarding
Ongoing client service
Consistent relationship management

Pricing of support

One-time onboarding fee
Ongoing client support included in annual license


Dependent on client and scope of project
6-12 weeks on average for single family office clients


Flexible reporting
Custom estate blueprints
Reporting currency
Platform colors and logo (white labeling)

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