Built for advisors managing complex wealth for UHNWI
Masttro is the next evolution of wealth technology for RIAs who serve ultra-high net worth clients. Unite every asset class, entity, and account into a single, secure platform and deliver a personalized, family-office-grade client experience.
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Built from family office origins - it’s the Masttro difference
Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multi-generational 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.
“Masttro helps bring focus to where the money is and what the returns are. It helps clients get more educated in terms of financial markets, products, instruments and what the banks do right.”
— Sergio Guerrero, Founder, Multi-Family Office
A new standard for
global wealth management
Purpose-built for firms that serve UHNW clients, Masttro brings together every dimension of client wealth with precision and simplicity. From liquid markets to non-bankable alternative assets, to multigenerational family structures, Masttro is the full-stack platform that helps RIAs scale intelligently.
Global Wealth Map
The Global Wealth Map solves the pains of siloed records and undocumented holdings.
Data Aggregation
With 750+ custodian connections to banks on every continent, the platform ingests all assets, in any currency.
Portfolio Management
Tools that enhance workflows, deliver portfolio insights and help increase returns.
Data security
Masttro maintains industry-leading security infrastructure standards at all times.
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Built for RIAs Serving UHNWI
A smarter way to serve clients
Masttro helps RIAs bring family office-level service to every client without adding complexity. It combines all assets and accounts in one secure platform, giving advisors a clear and accurate view of total wealth. With automated reporting and agentic AI tools, advisors can spend less time inputting data and more time building stronger client relationships.
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 Aggregation
Sound investment decisions start with real-time, uniform data.
Using Masttro, you can aggregate bank data from any corner of the world, regardless of data format. This ensures the highest standard of data quality, as well as best-in-class protection of our clients’ most sensitive information.
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Automate Document Processing
From document to data in seconds
Masttro replaces hours of manual processing with a fully automated document workflow. Upload or forward PDFs of any format to Masttro, and the platform instantly ingests and classifies them by type. AI then analyzes the contents, extracts key data, and maps it directly into your instance—ready for dashboards, reporting, and live portfolio valuations within moments.
Data Automation and Reliability
The Only True Multi-Asset Solution
Custodians/Brokers Globally
Investments
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.
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
Customizable Client Experiences
White Labeled
Digital Environment
Masttro’s white-labeled digital environment allows your wealth management firm to deliver a branded experience.
Every client logs into a secure, intuitive portal that carries your name and your standards to reinforce trust and transparency. Delivering a consistent experience across every relationship.
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
ISO/IEC 27001:2022
certified
FAQs
Wealth managers often ask the same key questions when exploring Masttro.
Here are the answers to what matters most.
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