Masttro partnership program
Reach family offices from inside their platform
Masttro sits at the center of daily operations for 400+ family offices, private banks and advisory firms in 40+ countries. Integrate with us, sell alongside us, and reach clients managing the most complex wealth in the world.
[Partner quote to come: Truewind or another partner. Name, Title, Company]
Partner with Masttro to extend your reach.
Partnering with Masttro gives your product three things: access to the clients you’re built for, a direct connection to their data, and a place in our sales conversations. Our clients are global. We work with family offices, private banks, RIAs and advisory firms managing complex wealth across 40+ countries.
Integration
Build on Masttro
Our API-first architecture gives your product access to the data family offices trust most: consolidated holdings, entities and transactions from 700+ direct custodian feeds. Clients choose where their data goes. Integrations take it there.
Masttro gives AI tools clean, permissioned wealth data to work from, with MCP support for teams building agents.
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Co-selling
Go-to-market together
When a client or prospect needs what you do, we bring you into the conversation. Partners join our sales cycles, co-host webinars and events, and build joint content with our team.
Integrating with Masttro also puts your product next to a name the family office market already knows. That credibility travels into your own sales.
Partner types
Find where you fit
We partner with firms that serve family offices, private banks and their advisors. That includes technology companies building accounting, tax, document and AI tools, data providers like custodians and fund administrators, and advisory firms that deliver Masttro to the families they serve. If your clients manage complex wealth, we should talk.
Security
Partner data held to the same standard as client data
Masttro runs on sovereign-grade, Swiss private cloud infrastructure with dedicated client servers and Masttro is ISO/IEC 27001:2022 certified. Every connection we build with a partner is held to that standard.
Start building with our Developer Portal
The Masttro developer portal is live. API documentation, sandbox access and integration guides for developers and teams building AI workflows on Masttro
Schedule an intro
Book a demo to see why over 400 leading family offices in 40+ countries choose Masttro:
750+ custodial connections for a complete view of wealth, with no blind spots.
Automated data and document ingestion that eliminates manual collection and reconciliation.
Built for complexity, with one secure system for assets, entities, and reporting.
Fixed pricing, not AUM-based, so growth does not trigger higher platform costs or hidden fees.
