Masttro
Masttro is a wealth technology company founded in 2010 that provides an AI-powered platform for aggregating, visualizing, and managing complex UHNW portfolios across all asset classes, entities, and jurisdictions, serving 400+ family offices, wealth advisors, and financial institutions in 40+ countries.
- Company typePrivate
- Founded2010
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Masttro does
Masttro is a New York-based wealth technology company founded in 2010 that provides an AI-driven platform for aggregating, visualizing, and managing complex multi-generational portfolios across all asset classes, jurisdictions, currencies, and entity structures. The platform unifies 700+ direct custodian data feeds in 40+ countries with no third-party aggregation intermediaries, and layers on a family of AI products: Masttro Intelligence (an agentic conversational assistant combining LLMs with high-precision computation engines and symbolic logic), Documents AI (automated extraction of capital calls, K-1s, and distribution notices, with a documented 94% reduction in data entry time), and Alternatives AI (real-time valuation and lifecycle automation for private equity, venture capital, and other illiquid positions). Supporting modules include Global Wealth Map for interactive entity visualization, Consolidated Portfolio Analysis, Cash Management Registry, Portfolio Management Center, Secure Communication Portal, and white-label Client Portals with mobile apps. The platform runs on Swiss-hosted private Azure infrastructure with military-grade encryption and is aligned with ISO 27001, SOC 2 Type II, GDPR, and CCPA.
Masttro primarily serves single family offices, multi-family offices, RIAs and wealth advisors, private banks and financial institutions, and professional services firms serving UHNW clients; the company cites 400+ family office customers and 10,000+ users globally. The business model is an annual subscription with custom pricing not based on assets under management, sold through an enterprise field sales motion with personalized demos and no self-serve trial. All platform modules — aggregation, AI, client portals, reporting, and secure communication — are included in the subscription. The company has offices in New York (HQ), Zurich (Swiss regional HQ with dedicated infrastructure), and Monterrey (Latin America), and is led since January 2025 by CEO Jay McNamara, a former MSCI executive. Masttro has raised $43 million in growth equity from FTV Capital and Citi Ventures (March 2023) and has won multiple regional industry awards through 2025-2026 for AI innovation in family office technology.
Masttro firmographics
Firmographics- Name
- Masttro
- Legal name
- Masttro Inc.
- Website
- https://masttro.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Masttro is a wealth technology company founded in 2010 that provides an AI-powered platform for aggregating, visualizing, and managing complex UHNW portfolios across all asset classes, entities, and jurisdictions, serving 400+ family offices, wealth advisors, and financial institutions in 40+ countries.
- Ownership category
- akta.pro rank
Masttro industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Services (Single & Multi-Family Office) (FSABADAF), Net Worth & Personal Balance Sheet Tracking (FSAGADAF), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Masttro is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Masttro business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Annual Subscription: Annual subscription model with custom pricing based on client needs, scope, and requirements. Not AUM-based, distinguishing from competitors like Addepar that charge percentage of assets on platform. All modules (portfolio aggregation, AI modules, client portals, reporting, secure communication) included under single subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom annual subscription |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Masttro product offering
Product offeringCore offering
Masttro provides a wealth information and reporting platform purpose-built for ultra-high-net-worth (UHNW) families, family offices, wealth advisors, and financial institutions. The platform consolidates and aggregates financial data from 700+ global custodians and alternative investment sources into a single, unified view of total wealth. It combines AI-powered document processing, portfolio analytics, and reporting with Swiss-hosted, bank-grade security infrastructure.
Product overview
Masttro is a wealth technology platform built as a unified system with integrated modules serving family offices, multi-family offices, RIAs, private banks, and financial institutions. The platform centers on Masttro Intelligence as the primary AI operating layer, supplemented by specialized AI modules: Documents AI for automated document processing and K-1 extraction, and Alternatives AI for real-time private equity and venture capital valuation. Core capabilities include Data Aggregation (700+ direct custodian feeds), Consolidated Portfolio Analysis (on-demand performance and liquidity reporting), Global Wealth Map (entity visualization), Cash Management Registry (cash flow tracking), Portfolio Management Center (investment policy compliance), and Secure Communication Portal (encrypted messaging). Additional features include white-label Client Portals with mobile apps, Investment Sub-Ledger for accounting integration, and sub-features like Knowledge Center, Reports Playground, and Masttro Assistant. The platform is not AUM-based and runs on Swiss-hosted private infrastructure.
Differentiator
Problem solved
Functional benefit
Brands
- Masttro Intelligence: AI-powered conversational assistant that allows users to interact with wealth data by voice or text, generate custom reports, and trigger actions.
- Documents AI
- Alternatives AI
- Global Wealth Map
Products and services
- Masttro Platform Core wealth information platform that aggregates and consolidates financial data from 700+ global custodians and alternative asset sources, providing UHNW families and family offices with a unified view of their total wealth, holdings, and performance.
- Masttro AI (Mia) AI-powered assistant within the Masttro platform that uses natural language processing to answer questions, extract insights, and surface information from complex financial documents and aggregated wealth data.
- Document Processing & Filing System AI-driven document management capability that automatically captures, classifies, indexes, and processes financial documents (statements, K-1s, capital calls, legal agreements) for family offices and wealth managers.
- Reporting & Analytics Module Generates consolidated wealth reports, performance attribution, exposure analysis, and customizable dashboards across public and alternative asset classes for principals, family members, and advisors.
Quantifiable outcome
- Data entry time reduced by 94% on capital call notices and K-1s
- +1 more outcomes
Companies that use Masttro
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles3 records
Masttro technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability9 records
Feature11 records
Masttro partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
Masttro competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is the leading wealth management technology platform for family offices, RIAs, and private banks. It is the most direct competitor to Masttro, and Masttro explicitly cites Addepar's AUM-based pricing as the wedge it uses to win switchers.
- Canoe Intelligence: Canoe Intelligence automates alternative investment document processing (capital calls, K-1s, distribution notices) for family offices and institutional investors. It directly competes with Masttro's Documents AI and Alternatives AI modules.
- Orion Advisor Solutions: Orion provides portfolio accounting, reporting, and wealth management technology to RIAs and family offices. It targets the same advisor and family-office buyer with consolidated reporting and performance analytics comparable to Masttro's Consolidated Portfolio Analysis.
- Black Diamond (Advent): Black Diamond Wealth Platform by SS&C Advent provides portfolio reporting, rebalancing, and client portal capabilities to wealth managers and family offices. It competes directly with Masttro's consolidated reporting and white-label client portal offering.
- Envestnet Tamarac: Tamarac by Envestnet offers portfolio management, reporting, and rebalancing software to RIAs and family offices. It overlaps with Masttro on consolidated portfolio analysis, client reporting, and advisor workflows.
Broad incumbents
- SS&C Advent Geneva: SS&C Advent Geneva is a global portfolio accounting and fund administration platform widely used by family offices, fund administrators, and asset managers. It competes with Masttro at the upper end of the family-office market as part of SS&C's broader financial technology portfolio.
- Emoney Advisor: Emoney Advisor (Fidelity-owned) provides financial planning, client portals, and wealth visualization tools to RIAs and wealth managers. As a Fidelity-backed incumbent, it competes with Masttro for the wealth-advisor and RIA segment.
- Avaloq: Avaloq is a Swiss-based wealth management platform serving private banks and large family offices globally. It overlaps with Masttro's financial-institution segment and shares Swiss data-residency strengths.
Emerging players
- FundCount: FundCount provides investment accounting and reporting software for family offices, hedge funds, and private equity firms. It overlaps with Masttro's alternative-investment accounting and consolidated reporting capabilities, particularly for smaller family offices.
- AltExchange: AltExchange is a digital platform for tracking, valuing, and reporting on alternative investments held by wealth managers and family offices. It is an emerging player in the same alternatives-management category as Masttro's Alternatives AI.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights8 records
Customer concentration
Masttro social profiles
Digital presenceMasttro compliance and trust
Trust signalCompliance4 records
Masttro financial estimates
Financial estimateRevenue estimate
Valuation estimate
Masttro leadership team
Management profileNumber of profiles
Profiles9 records
Masttro funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Masttro M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Masttro
What does Masttro do?
Masttro provides a wealth information and reporting platform purpose-built for ultra-high-net-worth (UHNW) families, family offices, wealth advisors, and financial institutions. The platform consolidates and aggregates financial data from 700+ global custodians and alternative investment sources into a single, unified view of total wealth. It combines AI-powered document processing, portfolio analytics, and reporting with Swiss-hosted, bank-grade security infrastructure.
Is Masttro a public or private company?
Masttro is a private company. It is classified as venture growth investor backed and is currently operating.
When was Masttro founded?
Masttro was founded in 2010. It employs 51 to 100 people.
Where is Masttro based?
Masttro is headquartered in New York, United States, in the North America region.
How does Masttro make money?
One revenue line is on record: annual Subscription.
Who are Masttro's main competitors?
Direct peers on record are Addepar, Canoe Intelligence, Orion Advisor Solutions, Black Diamond (Advent) and Envestnet Tamarac. Broad incumbents are SS&C Advent Geneva, Emoney Advisor and Avaloq. Emerging players are FundCount and AltExchange.
Does Masttro have an API?
No public API is recorded for Masttro.
What industry is Masttro in?
Masttro's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAADAN, Family Office Technology & Data (Portfolio, Reporting, Cybersecurity), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6199.