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Product

Consolidate

Import all your WealthData with easy connections and integrations

Data Aggregation

Document AI

Automate data handling of capital calls, distributions and capital statements.

Control

Simplify portfolio management with custom dashboards and automation

Communicate

Create custom views for your clients and share WealthData securely

Connect

Seamlessly integrate tooling with your current tech stack

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Family Offices
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Masttro vs. Addepar

The only platform purpose-built for complex family offices

Intuitive dashboards, full-wealth visibility, military-grade security, and AI-powered document management, all in one platform.

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Masttro vs. Addepar: Feature Comparison

Masttro is the leading platform for family offices that require full-wealth visibility, a single operating system for portfolios, documents and alternatives, and fixed non-AUM pricing with strict data privacy.

HeaderWith MasttroWith Addepar
Wealth & Estate VisibilityConsolidated, real-time view of the entire estate — entities, accounts, alternatives and liabilities — in one platform so wealth owners and advisors see the full pictureStrong portfolio-level aggregation and reporting, but a fragmented view of the wider estate, with entities, documents and non-investment assets managed in separate systems
Custodial ConnectionsOver 650 direct connections in 34 countries; connects to any custodian our clients work with, without third-party services, increasing reliabilityDirect connectivity to main custodians, uses third-party services for manual aggregation or account aggregators
Alternative InvestmentsAI engine automates alternative investment data ingestion, capturing underlying inflows and outflows for deep investment analysis (J-curve) and relevant metrics (IRR, ROIC, MOIC, DPI, RVPI)Offers an Alts Data Management add-on, reports generic metrics as a line item
PricingFixed annual subscription. Grow AUM without increasing subscription costsPricing is tied to AUM and scale, so your technology spend grows as client assets grow – even if your workflows stay the same
PrivacyMilitary-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees) Addepar accesses and aggregates client data for their own benchmarking and reports on AUM as a business metric
Document ManagementComplete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy accessFlexible APIs help users with integrations for document management workflows at additional cost
UsabilityIntuitive user-friendly interface means any user can easily access real-time information and run reports across desktop, mobile and tablet Detailed dashboards that allow advisors to run reports for clients. However, system is complex to operate and specialized training is needed
Beyond Investment ReportingMasttro goes beyond reporting, providing a platform that delivers comprehensive operational support for all team membersAddepar specializes in analytics and reporting for the CIO and often needs a managed services component to get desired outcomes

Wealth & Estate Visibility

With Masttro

Consolidated, real-time view of the entire estate — entities, accounts, alternatives and liabilities — in one platform so wealth owners and advisors see the full picture

With Addepar

Strong portfolio-level aggregation and reporting, but a fragmented view of the wider estate, with entities, documents and non-investment assets managed in separate systems

Custodial Connections

With Masttro

Over 650 direct connections in 34 countries; connects to any custodian our clients work with, without third-party services, increasing reliability

With Addepar

Direct connectivity to main custodians, uses third-party services for manual aggregation or account aggregators

Alternative Investments

With Masttro

AI engine automates alternative investment data ingestion, capturing underlying inflows and outflows for deep investment analysis (J-curve) and relevant metrics (IRR, ROIC, MOIC, DPI, RVPI)

With Addepar

Offers an Alts Data Management add-on, reports generic metrics as a line item

Pricing

With Masttro

Fixed annual subscription. Grow AUM without increasing subscription costs

With Addepar

Pricing is tied to AUM and scale, so your technology spend grows as client assets grow – even if your workflows stay the same

Privacy

With Masttro

Military-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees)

With Addepar

Addepar accesses and aggregates client data for their own benchmarking and reports on AUM as a business metric

Document Management

With Masttro

Complete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy access

With Addepar

Flexible APIs help users with integrations for document management workflows at additional cost

Usability

With Masttro

Intuitive user-friendly interface means any user can easily access real-time information and run reports across desktop, mobile and tablet

With Addepar

Detailed dashboards that allow advisors to run reports for clients. However, system is complex to operate and specialized training is needed

Beyond Investment Reporting

With Masttro

Masttro goes beyond reporting, providing a platform that delivers comprehensive operational support for all team members

With Addepar

Addepar specializes in analytics and reporting for the CIO and often needs a managed services component to get desired outcomes

Javier C. Gutierrez
Kaelyn Embler
Evaristo Garcia

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“We chose Masttro because we were priced out by other solutions, which would’ve been at least double the cost.  We didn’t want to be charged on our AUM as it is not in line with our own pricing model.”

Saul Dyne, Operations, Stonebridge Family Office

“Masttro allows us to answer all the different questions from the owner’s perspective. What assets do I have? Where do I have them? Who knows about this information and who is in charge of it.”

Alejando Bazua, Founder, Single Family Office

“Masttro has been very helpful in helping aggregate all of our assets and create a good picture of what our returns have been.”

Sergio Guerrero, Founder, Multi-Family Office
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Built by family offices, for family offices.

Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multigenerational family office, we have an inherent understanding of the needs within the space.

It’s why the platform delivers a real-time picture of wealth, across all asset classes, and guarantees 100% data privacy at all times.

160
+
Team Members
650
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
34
Countries Served

How we help you switch from Addepar

Structured migration, minimal disruption

We run a proven onboarding playbook that maps your current setup, prioritizes client configuration and account integration, and sequences the cutover so day-to-day operations aren’t interrupted. Your team always knows what’s happening next and who’s accountable.

Guided training for every role

Across four focused sessions, we train portfolio, ops, and reporting users on their specific Masttro workflows. By the time you go live, your team is already comfortable running core processes in Masttro.

Ongoing partnership, not a one-off project

Post-implementation, we stay close with dedicated follow-ups and regular business reviews to refine reports, automate more workflows, and surface new value. You’re not just switching systems—you’re gaining a long-term operating partner.

Ready to See Masttro in Action?

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 Frequently Asked Questions

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