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Masttro

Masttro

The Operating System for Modern UHNW Wealth Management

United States of America
Founded 2010
Technology Providers

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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Categories

Consolidated ReportingData AggregationPortfolio ManagementSecurity & RiskTechnology providerClient PortalArtificial IntelligenceCompliance

Features

Custom ReportsFull Multi-Currency SupportCustom Development ServiceAI-Powered AutomationMobile App650+ Direct Custodian FeedsMilitary-Grade EncryptionClient-Owned Encryption KeysWhite Glove OnboardingBranded Client Portal

Target Segments

Multi-family officeSingle-family officePrivate wealth ownerIndependent financial or investment advisorPrivate bank

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

Frequently 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 Website

Featured in

Family Office Software & Technology Report 2025

Locations

New YorkZurichMonterrey

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