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Masttro
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
The Operating System for Modern UHNW Wealth Management
—
Founded
2010
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Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance
Consolidated ReportingCRMPortfolio Management
Services
Wealth ManagementData AggregationPortfolio AnalyticsDocument ManagementCash ManagementClient Reporting
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Target Segments
Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
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Client Types
Single-family officeMulti-family officeWealth Advisor / RIAPrivate BankProfessional Services FirmFamily Foundation
—
Provider 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
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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