
Masttro
The Operating System for Modern UHNW Wealth Management
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.
About Masttro
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 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 actionably with the ability to slice and dice your wealth data based on your needs; and protection of your wealth data with military-grade security and private encryption.
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multigenerational single-family office, we have an inherent understanding of the needs within the modern wealth management industry. With over 10,000 users across 35 countries and 650+ direct custodian feeds, Masttro powers family offices, multi-family offices, and private wealth firms around the world.
Masttro Intelligence brings conversational AI capabilities directly into the platform. Wealth professionals can 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 handles 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.
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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 BankFrequently Asked Questions
At a Glance
Deployment
Private Cloud (SaaS)
Security
Military-grade encryption, ISO 27001 aligned, GDPR compliant
Data Hosting
Tier 4 Data Centre, Switzerland
Custodian Feeds
650+ direct feeds (no screen-scraping)
Users
10,000+ across 35 countries
Asset Classes
All — liquid, illiquid, and passion assets
AI Capabilities
Masttro Intelligence — conversational AI workflows
Founded
2010 (from within a multigenerational SFO)
Contact
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
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