Product
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Solutions
Company
Private Banking Institutions & Global Wealth Managers
Trusted by global wealth managers and private banking institutions
Unify all accounts—including complex alternatives—into a single, trusted view that enables faster, richer reporting, holistic wealth management, and family office–style relationships at scale through a differentiated client experience.
Fifteen years of award-winning wealth tech innovation.
Established in 2010, our technology empowers global wealth managers and private banks that service ultra-high-net-worth individuals and families. From our headquarters in New York and offices in Switzerland and Mexico, our operations are supported by local service teams that provide a tailored experience specific to your region and all of its intricacies.
160
+
Team members
650
+
Direct data-feeds
7
m+
Daily transactions
10
k
+
End clients
34
Countries served
“With Masttro, we're able to access client info quickly and efficiently to answer client questions thoughtfully, with accurate data."
- Danielle Roseman, Co-Head Family Office Services, Lazard Asset Management
How Masttro empowers the world’s leading financial institutions
Masttro enables private banks and global wealth managers to deliver a next-level client experience. Suited and adaptable to any institutional asset management business, the platform improves strategic insights and strengthens decision-making. Using global best practices and local experience, it provides an integrated, comprehensive wealth management solution, giving brokers and advisors powerful features that empower stronger relationships.
Global Wealth Map
The Global Wealth Map solves the pains of siloed records and undocumented holdings.
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Data Aggregation
With 650+ custodian connections to banks on every continent, the platform ingests all assets, in any currency.
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Alternatives AI
Alternatives AI automates the full alternative investment lifecycle.
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Portfolio Management
Tools that enhance workflows, deliver portfolio insights and help increase returns.
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Data security
Masttro maintains industry-leading security infrastructure standards at all times.
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100% of wealth, visually mapped on one screen
Global wealth map
Masttro’s proprietary interactive mapping tool gives full visibility on wealth and ownership structures. A powerful digital wealth vault that gives 360° transparency into all entities, assets, documents, and relationships. It solves the traditional pains of siloed wealth records and documented holdings, while enabling custom user access permissions.
Maps and manages entire family wealth structure
Visualizes total net worth and instantly reveals every detailed component
Displays how all family legal entities and assets fit together
Accurately records and reports ownership of assets and entities
Outlines wealth transfer/inheritance to heirs and beneficiaries
Establishes a single source of truth for the family members and advisors
Digital vaults securely store and monitor data, documents, and contacts
Data Automation and Reliability
The Only True Multi-Asset Solution
Financial Assets
Automated SecureDirect Data Feeds
Transaction level detail from
Custodians/Brokers Globally
Custodians/Brokers Globally
Updated daily
Alternative
Investments
Investments
AutomatedAI processor
Capital Statements (NAV),Capital Calls,
and Distributions.
Updated in real-time
Other
Non-Financials
Direct From Source Multiple methods
Tasks, excel, API, bulk uploads,cash-based mark-to-market.
Updated in real-time
100% secure, embedded AI
AI-powered capabilities for enhanced workflows
Masttro Intelligence represents a revolution in how data is consolidated, validated, analyzed, and experienced. No more manual reconciliations, document management or handling of alternative investment data - Masttro Intelligence and its agentic architecture delivers capabilities that are proactive, contextual, and task-oriented. It rethinks the user experience and automates workflows to measurably save time and cost.
All assets, all regions, all currencies
Effortlessly centralize client data
Say goodbye to siloed information and manual spreadsheets: Masttro aggregates and ingests all asset classes, from liquid investments to complex portfolio alternatives, including real estate, private equity holdings, and passion assets.
The platform provides a comprehensive global data aggregation solution - we never use third party intermediaries, instead providing direct daily transactional feeds to any custodian, bank, or broker. With the risk of manual errors eliminated and all investments and assets side by side, wealth advisors can easily provide clients with an accurate, holistic view of estate structures.
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Invest in your growth — without the rising costs
A model built for long-term partnership
Our business model is built around empowering your success, not benefitting from it. With Masttro, you own your data at all times, and our pricing model is not based on your AUM, safeguarding your integrity.
Customizable to your brand
White labelled digital environment
Masttro’s white-labeled digital environment allows you to deliver a holistic branded experience. Every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust, transparency, and delivering a consistent experience across every relationship.
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Octopus
Cutting edge technology and best practices
Octopus is Masttro’s built in virtual intelligence hub that lives in your secure Masttro ecosystem and willinstantly answer any question about portfolios, documents, and general platform usage. Doing more with less.
- Unmatched UX
- Instant responses to any inquiry of client
- Streamlines operations by automating routine and repetitive tasks
- Powerful for every type of user – family officer, family members, attorneys, etc
Security Isn’t a Feature, it’s Our Foundation
Sensitive information demands security and privacy without compromise
Our industry-leading cybersecurity infrastructure ensures the safety and confidentiality of all client information. Beyond that, we don’t use third-party financial data intermediaries, and not even Masttro employees can access your data.
Encrypted at
rest and in-transit
Multi-factor
authentication login
Swiss-based
infrastructure
Private server
instance
Private
cloud architecture
No data
stored in devices
Internal
controls and permissioning
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FAQs
Family offices managing complex wealth often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
Can we see everything in one place?
Is there one interface for everyone, or does it change by user type?
How do you handle alternatives?
Who controls data access?
How is our data protected?
Will it work across multiple banks and currencies?
How long does onboarding take?
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