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Masttro

masttro.com

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Spec score 7.5 #9 of 16 in Wealth Management

What it is

Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and advisors. Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. Masttro says it connects through more than 700 direct custodian feeds across over 40 countries, without screen scraping or third-party aggregators.

Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR. Masttro Intelligence can answer wealth-related questions, surface exceptions, and help generate reports or data exports within the platform. Mobile apps for iPhone, iPad, and Android provide alerts and access to interactive and published reports. Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys. Pricing is on request, with a flat annual fee based on client needs, scope, and requirements rather than assets under management.

Spec sheet

Product
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.Read 8 Oct 2026 · masttro.com
Integrations
Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds.Read 8 Oct 2026 · masttro.com
Security
Masttro says data is encrypted at rest and in transit, hosted in a single-tenant Microsoft Azure environment in Switzerland, and protected by client-held encryption keys; it is ISO/IEC 27001:2022 certified.Read 8 Oct 2026 · masttro.com
Privacy
Masttro says its employees cannot see underlying client data and that it does not use client investment data for benchmarking, marketing, or AI training.Read 8 Oct 2026 · masttro.com
Headquarters
New York City, New York, United StatesRead 28 Sep 2026 · masttro.com
Founded
2010Read 28 Sep 2026 · masttro.com
Accounting limitation
Masttro is not a general ledger and is not designed to replace accounting software such as QuickBooks, NetSuite, or Sage.Read 8 Oct 2026 · masttro.com
AI
Masttro Intelligence answers questions about a family's wealth, surfaces exceptions, and can help generate reports or data exports within the platform's secure environment.Read 8 Oct 2026 · masttro.com
Allocation analysis
YesRead 20 Sep 2026 · masttro.com
Alternative investments
Alternatives AI reads GP portal documents, emails, and uploaded PDFs to automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR.Read 8 Oct 2026 · masttro.com
Asset class coverage
multi_asset_alternativesRead 20 Sep 2026 · masttro.com
Data aggregation
Masttro says it has more than 700 direct custodian feeds across more than 40 countries and does not use screen scraping or third-party aggregators.Read 8 Oct 2026 · masttro.com
Mobile
The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports.Read 8 Oct 2026 · masttro.com
Performance reporting
YesRead 20 Sep 2026 · masttro.com
Portfolio management
Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports.Read 8 Oct 2026 · masttro.com
Risk analysis
YesRead 20 Sep 2026 · masttro.com
Support and onboarding
Onboarding typically takes 12 to 14 weeks and includes a dedicated implementation specialist and project manager; ongoing support and training are included at no extra cost after go-live.Read 8 Oct 2026 · masttro.com
Who it serves
Masttro serves single- and multi-family offices, private banks, RIAs, professional service firms, and UHNW families, with the FAQ describing a typical fit as families with $50 million net worth and above.Read 8 Oct 2026 · masttro.com

Plans and prices

Custom pricing Priced on request Personalized proposal based on client needs, scope, and requirements; flat annual fee, not AUM-based Read 8 Oct 2026 · masttro.com

Every Masttro plan and price →

Strong points and limits

Strong points

  • Connects through more than 700 direct custodian feeds.
  • Covers public and private, liquid and illiquid assets.
  • Alternatives AI automates capital calls, valuation updates, and distributions.
  • Mobile apps are available for iPhone, iPad, and Android.
  • Flat annual fee is not AUM-based.

Limits

  • Pricing is available only on request.
  • Onboarding typically takes 12 to 14 weeks.
  • Not designed to replace general ledger or accounting software.

Who it suits

Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms. Its portfolio and alternative-investment tools suit teams seeking a consolidated view across asset types.

Verdict

Masttro is focused on consolidated wealth reporting and portfolio oversight across complex asset holdings. It is not a general ledger, and buyers should account for the stated onboarding period when evaluating fit.

Where Specifiction places it

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