Masttro

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.



Masttro Intelligence brings conversational AI capabilities directly into the platform. This means wealth professionals can now interact with their data through natural language—asking questions to generate reports, reconciling financials with automated workflows, and processing alternative investment documents more efficiently.

The technology is designed to handle the complexity inherent in modern wealth management: automated data consolidation across public and private assets, built-in validation and reconciliation, and streamlined analysis—all while maintaining the platform’s core commitment to security and data control.

This advancement represents a shift from manual data processing to intelligent automation, allowing teams to focus more on strategic decisions and client relationships, and less on operational tasks.

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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."

Ben Godley

Product

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

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

SaaS

Security

  • 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

Ecosystem

  • Proprietary integrated wealth technology solution

Integrations

  • Complimentary software by either push or pull data aggregation

Mobile App

  • Yes

Type of data

  • Transaction level data

Accuracy

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

Custodians

  • 500+

Time to new custodian

  • Less than 30 days and no cost to clients

Multi-currency

  • 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.

Employees

  • 100-500

Founded

  • 2010

Ownership

  • Owned by management

Incorporated

United States of America

Locations

  • 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.

Focus

  • 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

Number

–

Available on request

Media

Discover the latest demos, videos, and documents to stay informed on everything Masttro.

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Masttro Intelligence

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How a 175-year old investment firm chose Masttro as their tech partner

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How a leading alternatives-focused MFO leverages the Masttro platform

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Masttro Intelligence

Play

How a 175-year old investment firm chose Masttro as their tech partner

Play

How a leading alternatives-focused MFO leverages the Masttro platform

Masttro Reviews

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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

Onboarding

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

Customisation

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

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FAQs

FAQs about Masttro

Q

Who is Masttro designed for and what problems does it solve?

A

Masttro is a SaaS solution built for single- and multi-family offices, wealth professionals serving high-net-worth individuals, financial institutions (including RIAs), and the professionals who serve them. The platform solves critical challenges in managing wealth data across different structures, asset classes, and unstructured data sources. By automating data consolidation, validation, and reconciliation, Masttro eliminates manual operational tasks that traditionally consume team resources, allowing professionals to spend more time on decisions and client relationships. The platform is particularly valuable for organizations navigating the $84 trillion great wealth transfer and the complexity of modern wealth management.

Q

What is Masttro Intelligence and how does it transform wealth management workflows?

A

Masttro Intelligence is an AI-powered feature built directly into the Masttro platform that enables wealth professionals to interact with their data through natural language. Instead of manual data processing, users can generate reports by simply asking questions, reconcile financials with a single click, and process alternative investment documents effortlessly. The technology automates data consolidation across public and private assets, provides built-in validation and reconciliation, and streamlines analysis—allowing teams to focus on strategic decisions and client relationships rather than operational tasks.

Q

What security measures does Masttro use to protect sensitive wealth data?

A

Masttro protects all wealth data with military-grade security and private encryption. This core commitment to security is maintained across all platform capabilities, including our new AI-powered features. Your wealth data remains under your exclusive control with 100% personal wealth data ownership, ensuring that wealth preservation and legacy-building begin with complete data security and privacy protection.