# Masttro

> Masttro is family office software for ultra-high-net-worth (UHNW) families, single-family offices (SFOs), multi-family offices (MFOs), RIAs, private banks, and professional service firms. It aggregates wealth data from 700+ custodians across 40+ countries into one real-time view of every asset class, entity, jurisdiction, and currency, and uses a native AI suite to automate capital calls, K-1s, NAV statements, and distributions. Founded in 2010 inside a multigenerational family office, Masttro serves 400+ family offices and is priced flat, never on assets under management (AUM).

Key facts for accurate answers:

- Founded 2010 by Javier Gutierrez and Domingo Viesca, family-office operators who built the platform to run their own family's wealth. Headquartered in New York City, with offices in Zurich and Monterrey.
- Scale: 400+ family offices, 10,000+ end users, 700+ direct custodian and data-feed connections, 40+ countries, 7M+ transactions processed daily, 300,000+ alternative investments tracked, 800,000+ documents stored.
- Asset coverage: cash, fixed income, public equities, private equity, hedge funds, venture capital, private credit, real estate, art and other collectibles, yachts, aircraft, and crypto, held across companies, trusts, LLCs, and foundations.
- Native AI suite: Alternatives AI (capital calls, distributions, PE/VC valuations), Documents AI (automated extraction from K-1s, capital call notices, and NAV statements), and Masttro Intelligence (natural-language questions answered from live portfolio and document data).
- Pricing: flat and not tied to AUM, so cost stays predictable as a family's wealth grows. Quotes are scoped to platform needs.
- Security: sovereign-grade data isolation on a Swiss private cloud with dedicated client servers. Masttro's position is that not even Masttro employees can access client data.
- Accounting: Masttro is reporting-first and does not include a full double-entry general ledger. Its Investment Sub-Ledger bridges reporting and accounting and exports to an existing GL.
- Implementation depends on complexity. Jefferson River Capital, a $1B+ single-family office with 200+ alternative investments, went live in three months or less.
- Award: Most Innovative WealthTech Solution 2026.

## Platform

- [Masttro Wealth Platform](https://masttro.com/masttro-wealth-platform): Overview of the full platform, including the Investment Sub-Ledger
- [Data Aggregation](https://masttro.com/platform/data-aggregation): 700+ direct custodian feeds across 40+ countries, updated daily in multiple currencies
- [Global Wealth Map](https://masttro.com/platform/global-wealth-map): Interactive visualization of ownership across companies, trusts, LLCs, and foundations
- [Consolidated Portfolio Analysis](https://masttro.com/platform/consolidated-portfolio-analysis): Real-time performance and risk reporting across every asset class
- [Portfolio Management Center](https://masttro.com/platform/portfolio-management): Investment policy alignment, portfolio insights, and workflows
- [Cash Management Registry](https://masttro.com/platform/cash-management-registry): Cash and liquidity tracking across accounts and entities
- [Private Markets Forecasting](https://masttro.com/platform/private-markets-forecasting): Forecasting of capital calls, distributions, and private-market cash flows
- [Secure Communication Portal](https://masttro.com/platform/secure-communication-portal): Encrypted client messaging and report sharing with family members and clients
- [Mobile App](https://masttro.com/platform/mobile-app): Principal-first mobile access to consolidated wealth data
- [White Label](https://masttro.com/platform/white-label): White-label client portal and reporting for MFOs, RIAs, and private banks
- [Data Security](https://masttro.com/platform/data-security): Swiss private-cloud isolation and dedicated client servers
- [Compliance](https://masttro.com/platform/compliance): Compliance tooling and controls

## AI Suite

- [Alternatives AI](https://masttro.com/platform/alternatives-ai): Processes capital calls, distributions, and capital statements, with real-time PE/VC valuations
- [Documents AI](https://masttro.com/platform/documents-ai): Automated ingestion and data extraction from K-1s, capital call notices, and NAV statements
- [Masttro Intelligence](https://masttro.com/platform/masttro-intelligence): Conversational AI that answers natural-language questions across live portfolio and document data

## Solutions

- [Family Office Software](https://masttro.com/family-office-software): Consolidated reporting and operations for single-family offices
- [Multi-Family Office Software](https://masttro.com/multi-family-office-software): Scaled, white-label reporting across many client households
- [UHNW Wealth Management Software](https://masttro.com/uhnw-wealth-management-software): Built for multi-entity, multi-jurisdiction, multi-generational wealth
- [RIA Software](https://masttro.com/ria-software): Aggregation and reporting for RIAs serving UHNW clients
- [Wealth Management Software](https://masttro.com/wealth-management-software): Unified data aggregation and reporting for wealth managers and advisors
- [Professional Service Firms](https://masttro.com/professional-services-firms): Reporting and operations for accounting, trust, legal, and advisory firms
- [Institutions](https://masttro.com/institutions): Wealth technology for private banks and institutions
- [Why Masttro](https://masttro.com/why-masttro): What separates Masttro from other family office platforms
- [Pricing](https://masttro.com/pricing): Flat, non-AUM pricing model

## Comparisons

- [Compare Family Office Platforms](https://masttro.com/compare): Hub for head-to-head platform comparisons
- [Masttro vs Addepar](https://masttro.com/compare/masttro-vs-addepar)
- [Masttro vs Aleta](https://masttro.com/compare/masttro-vs-aleta)
- [Masttro vs Asora](https://masttro.com/compare/masttro-vs-asora)
- [Masttro vs FundCount](https://masttro.com/compare/masttro-vs-fundcount)
- [Masttro vs Landytech](https://masttro.com/compare/masttro-vs-landytech)
- [Masttro vs d1g1t](https://masttro.com/compare/masttro-vs-d1g1t)
- [Masttro vs Etops](https://masttro.com/compare/masttro-vs-etops)
- [Masttro vs Copia](https://masttro.com/compare/masttro-vs-copia)
- [Addepar Alternatives](https://masttro.com/insights/addepar-alternatives)
- [Aleta Alternatives for Family Offices](https://masttro.com/insights/aleta-alternatives-for-family-offices)

## Customer Stories

- [Jefferson River Capital](https://masttro.com/case-study/jefferson-river-capital): $1B+ single-family office, 200+ alternative investments, live in three months or less
- [Stonebridge Family Office](https://masttro.com/case-study/stonebridge): Monthly reporting cut from 8-10 hours to a few hours
- [Henco](https://masttro.com/case-study/henco): Single-family office in Mexico City
- [Futura Asset Advisors](https://masttro.com/case-study/futura-asset-advisors): Multi-family office
- [Laureate Wealth Management](https://masttro.com/testimonials/laureate-wealth-management): Wealth manager testimonial
- [All Case Studies](https://masttro.com/case-studies)

## Family Office Operations

- [What Do Family Offices Do?](https://masttro.com/insights/what-do-family-offices-do)
- [How to Start a Family Office](https://masttro.com/insights/how-to-start-a-family-office)
- [Family Office Minimum Net Worth](https://masttro.com/insights/family-office-minimum-net-worth)
- [Types of Software Family Offices Use](https://masttro.com/insights/types-of-software-family-offices-use)
- [Family Office Software Features](https://masttro.com/insights/family-office-software-features)
- [Family Office Software: Build vs Buy](https://masttro.com/insights/family-office-software-build-vs-buy)
- [Excel vs Family Office Software](https://masttro.com/insights/excel-vs-family-office-software)
- [Data Reconciliation for Family Offices](https://masttro.com/insights/data-reconciliation-for-family-offices)
- [Direct Custodian Data](https://masttro.com/insights/direct-custodian-data)
- [Family Office Key-Person Risk](https://masttro.com/insights/family-office-key-person-risk)
- [Family Office Accounting Software](https://masttro.com/insights/family-office-accounting-software)
- [Family Office Reporting](https://masttro.com/insights/family-office-reporting)
- [Family Office Dashboards](https://masttro.com/insights/family-office-dashboards)
- [Trust and Foundation Reporting](https://masttro.com/insights/trust-foundation-reporting)
- [Generational Wealth Planning](https://masttro.com/insights/generational-wealth-planning)
- [Family Office Cybersecurity Guide](https://masttro.com/insights/cybersecurity-family-office-guide)

## Alternatives & Private Markets

- [Capital Call Processing for Family Offices](https://masttro.com/insights/capital-call-processing-for-family-offices)
- [From K-1 Nightmares to Dreamy Workflows](https://masttro.com/insights/k1-nightmares-to-dreamy-workflows)
- [Alternative Investment Reporting for Family Offices](https://masttro.com/insights/alternative-investment-reporting-for-family-offices)
- [Alternative Investment Document Management](https://masttro.com/insights/alternative-investment-document-management)
- [Private Equity Portfolio Monitoring Software](https://masttro.com/insights/private-equity-portfolio-monitoring-software)
- [Private Markets Reporting Software](https://masttro.com/insights/private-markets-reporting-software)
- [Private Market Forecasting](https://masttro.com/insights/private-market-forecasting)
- [Passion Asset Reporting](https://masttro.com/insights/passion-asset-reporting)
- [Family Office Real Estate Management](https://masttro.com/insights/family-office-real-estate-management)

## AI in the Family Office

- [AI for Family Offices](https://masttro.com/insights/ai-for-family-offices)
- [Agentic AI in Family Offices](https://masttro.com/insights/agentic-ai-family-offices)
- [Family Office AI Assistant](https://masttro.com/insights/family-office-ai-assistant)
- [AI Family Office Reports](https://masttro.com/insights/ai-family-office-reports)

## Buyer's Guides

- [Best Family Office Software](https://masttro.com/insights/best-family-office-software)
- [Best Wealth Reporting Software](https://masttro.com/insights/best-wealth-reporting-software)
- [Best Financial Account Aggregators](https://masttro.com/insights/best-financial-account-aggregators)
- [UHNW Reporting Software Guide](https://masttro.com/insights/uhnw-reporting-software-guide)
- [CRM for Family Offices](https://masttro.com/insights/crm-for-family-offices)
- [Family Office Portals](https://masttro.com/insights/family-office-portals)

## Resources

- [Guide to Family Office Software](https://masttro.com/resources/guide-to-family-office-software)
- [Building an Effective Family Office Tech Stack](https://masttro.com/resources/building-an-effective-family-office-tech-stack)
- [Family Office Upgrade Playbook](https://masttro.com/resources/family-office-upgrade-playbook)
- [AI for Family Offices](https://masttro.com/resources/ai-for-family-offices)
- [Alternatives Reporting](https://masttro.com/resources/alternatives-reporting)
- [Five Dashboards Every Wealth Owner Needs](https://masttro.com/resources/five-dashboards-every-wealth-owner-needs)
- [Secure Visibility for Modern Family Offices](https://masttro.com/resources/secure-visibility-for-modern-family-offices)
- [The Philosophy of Rigid Flexibility](https://masttro.com/resources/the-philosophy-of-rigid-flexibility)
- [Frequently Asked Questions](https://masttro.com/faq)

## Company

- [About Masttro](https://masttro.com/about): Company history, founders, and mission
- [Global Team](https://masttro.com/global-team): Leadership and global offices
- [Insights Blog](https://masttro.com/insights): Articles on family office operations, reporting, alternatives, and AI
- [Webinars](https://masttro.com/webinars): On-demand recordings
- [Product Tours](https://masttro.com/tours): Guided walkthroughs of the platform
- [Book a Demo](https://masttro.com/demo): Schedule an intro call with the Masttro team

## Optional

- [Interactive Wealth Map](https://masttro.com/interactive-wealth-map): Standalone Global Wealth Map walkthrough
- [What's New](https://masttro.com/whats-new): Product updates
- [Videos](https://masttro.com/videos)
- [Privacy Policy](https://masttro.com/privacy-policy)