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Auria vs Masttro
Side-by-side comparison of Auria and Masttro for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Auria
Masttro
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
The Operating System for Modern UHNW Wealth Management
Founded
2012
2010
Location
United States of America
United States of America
Verified
Verified
Verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Services
—
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
Target Segments
Fund managerMulti-family officeSingle-family office
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Regions Served
—
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
—
Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation
Provider Type
Technology ProvidersTagline
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
The Operating System for Modern UHNW Wealth ManagementFounded
2010Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation
Website
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