Who We Serve

Industry

Visibility across every asset

Multi-Family Offices

Scale clients securely

Wealth Advisors and Managers

Holistic portfolio insight

Financial Institutions

Modern, transparent reporting

Professional Services Firms

Centralized client intelligence

See Masttro In Action

Explore the Masttro platform through a short, interactive product tour.

Take a Tour

Platform

Masttro Platform

Documents AI

Automate document processing

Alternatives AI

Alternative investments made easy

Masttro Intelligence

Conversational AI for Wealth

Global Wealth Map

Interactive visualization of entities

Consolidated Portfolio Analysis

On-demand performance reporting

Secure Communication Portal

Exchange sensitive information

Cash Management Registry

Track all cash movements

Data Aggregation

Global data aggregation

Portfolio Management

Maintain firm-wide investment policies

Mobile App

Consolidated views, alerts, and reporting.

Data security

Secure since day one

Compliance

Centralize daily compliance

See wealth in full view

Global Wealth Map

Automate the impossible

Doc AI

Bridge reporting & accounting

Investment Sub-Ledger

Turn data into clarity

Client Performance Analytics

Share with confidence

Secure Communication Portal

Ask. Analyze. Act

Masttro Intelligence

Explore the platform

See how Masttro unifies every asset, data feed, and report into one intelligent wealth management platform.

Asset Classes

Bonds and Fixed Income

Loans and Private Credit

Asset Classes

Companies, Trusts, LLCs, and Foundations

Alternatives

Private Equity, Hedge Funds, Direct Investments, and Credit

Collections

Art, Jewelry, and Lifestyle Assets

Traditional

Cash, Bonds, and Mutual Funds

Real Estate

Commercial, Residential, and Land holdings

Explore the platform

Masttro connects directly to over 650 custodians worldwide, delivering verified, real-time data across every asset class.

Resources

How Family Office AI Assistants are Transforming Modern Wealth Management

Why UHNW Requires a Unique Approach to Performance Reporting

5 Powerful Family Office Software Features

Family Offices: What To Expect In 2026

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Case Study

How Stonebridge uses Masttro’s real-time data as a competitive advantage to grow their family office

How Masttro Enhances The Wealth Manager Ecosystem

Masttro Helps A Single Family Office Overcome Their Wealth Data Challenges

Masttro Helps Establish A New Single Family Office

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Webinar

How AI Is Reshaping Wealth Management

Webinar

AI and Alternatives: Putting Technology to Work in the Family Office

Webinar

Secure Visibility in Financial Reporting: Featuring Saffery Trust

Webinar

Tech & Tradition with Druces LLP: 5 Steps to Modernize Legacy Planning for Complex Estates

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PRODUCT TOUR

Portfolio Management Center

PRODUCT TOUR

Secure Communications Portal

PRODUCT TOUR

Global Wealth Map (GWM)

PRODUCT TOUR

Masttro Intelligence

PRODUCT TOUR

Consolidated Portfolio Analysis (CPA)

Company

About Masttro

Masttro is the global leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights.

Frequently Asked Questions

Explore answers to some of our most frequently asked questions below and discover how Masttro empowers family offices, wealth advisors and institutions.

Overview Platform Demo Capabilities

General Overview

What is Masttro?

Masttro is the leading wealth tech provider addressing the unique challenges of managing ultra-high-net-worth estates. The Masttro platform provides a single source of accurate, full-picture data to give wealth owners and their trusted advisors ultimate control, transparency, and peace of mind to make informed, data-driven decisions in real time.

The technology uses AI to aggregate and visualize wealth data, including liquid and illiquid assets such as alternative investments, real estate, collectibles, and more.

Masttro pioneered the industry with more than 650 direct, proprietary data feeds from leading custodians worldwide. The web and mobile app-based platform service is protected by best-in-class cybersecurity architecture and data security protocols.

What industries and professionals does Masttro serve?

Masttro is a leading global provider of wealth data solutions serving UHNWIs Single Family Offices, Multi-Family Offices, Wealth Advisors, Private Banks, Financial Institutions and Professional Service Firms (Accounting, Legal, Private Equity, etc.).

Some of the world's largest institutions select Masttro as their strategic technology partner for the future.

Today we have clients in 35 countries around the world, supported by our teams in the United States, Europe, Latin America, and Australia.

Who uses Masttro?

Our clients and partners leverage Masttro across their employee base, as well as the ultimate wealth owners. Internal users like CIOs, Analysts, and Investment Professionals gain insights into allocation, risk, investment flows and more utilizing custom dashboards and reporting. Internal financial professionals leverage Masttro for deep insights into investment transactions, ownership structures, cash flow projection, and more. Wealth Owners leverage Masttro for daily insights, secure document sharing, contact repository, and performance while on the go on their mobile phone, tablet, or desktop.

How much does Masttro cost?

Unlike other platforms and providers – we are not AUM based. Our philosophy: we want to celebrate your growth with you, not profit from it.

Our pricing model is determined based on a variety of factors including client needs, scope and requirements.

Visit pricing page.

What is the onboarding process?

New client onboarding timeline is dependent on the scope of client integration but typically lasts 10 -14 weeks. The period includes goal and roadmap setting with our client service and onboarding team and a detailed project plan with standing weekly meetings, status reports, milestone check ins and ad hoc consultation as needed.

What kind of support and ongoing service do you provide (customer support, training, updates)?

Each client is assigned a dedicated client service professional and relationship manager for direct interaction. In addition, we provide extensive library of support materials. For any issue our global client success team response SLA is within 24 hours or 1 business day.

Platform Demo

How do I request a demo of the Masttro Platform?

To request a demo reach out to us and provide details on your specific needs and requirements so we can better tailor our initial conversation. During this call we will review your needs and demonstrate our platform.

Capabilites

What AI capabilities does Masttro Platform Utilize?

Masttro uses integrated Artificial Intelligence and Machine Learning technology that transforms wealth management workflows for our clients.

Discover Masttro Intelligence.

Does Masttro use third-party providers to source custodian data?

No, Masttro only uses its own direct feeds with over 650 custodians in over 35 countries.

Does Masttro provide a consolidated view of total wealth including liquid, illiquid, real estate, collectibles, alternatives, private equity etc.?

Yes. The platform provides a holistic breakdown of financial, non-financial and lifestyle assets (non-financial asset example = real estate; lifestyle asset example = art collections).

This aggregated view within our platform includes all asset classes and liabilities. A differentiator of Masttro is our ability to aggregate alternative investments such as real estate, art, antiques, vehicles, watches, wine, IP, sports teams, etc. Through our integrated digital vaults, you can incorporate all documents for all asset classes, organized searchable and reportable.

Can your platform support multiple currencies?

Yes. Masttro is a global platform that supports multiple currencies. We can support any currency that clients request.

Does Masttro have CRM capabilities?

Masttro’s CRM functionality is fully integrated whereas clients can store contacts and the detailed information and documents needed to manage those contacts directly into Masttro. Contacts are organized in a central contact database and with each asset they are associated with. Client contact information is also fully integrated into platform alerts, to help clients allow for convenient and expeditious action to alerts and notifications. Clients can easily upload their contact data from their smartphone and manage all client's KYC components within Masttro.

Where is my data stored?

Masttro hosts all data on secure servers in Switzerland, under some of the world’s strictest privacy protocols. All information is encrypted in transit and at rest and never shared with third parties.

Is Masttro customizable?

Yes, the platform can be fully white labeled with tailored dashboards and reports.

Does Masttro have a client-facing portal or mobile app?

Yes, Masttro offers a secure portal and mobile app for clients to access their wealth anytime, anywhere.

Is Masttro a general ledger/ accounting platform?

Masttro is not a general ledger, but viewed by partners as the investment subledger that supplement the ingestion of financial data and transactions. Many clients leverage Masttro's aggregation of transactions, cashflow, expenses, and more to provide granular expectations on future tax liabilities and expense mapping.

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Data Aggregation

Consolidated Reporting

Private Investments

Document Management

Enhanced Client Experience

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Frequently Asked Questions

General Overview

Platform Demo

Capabilites

Schedule an Intro