Masttro is a wealth technology platform built to consolidate complex, multi-entity wealth into a single, accurate source of truth. It aggregates public market holdings alongside private and alternative assets such as private equity, venture capital, and real estate, plus cash, liabilities, and physical assets, across multiple currencies and jurisdictions. Data is pulled through more than 700 direct custodian feeds rather than screen-scraping or third-party intermediaries. Core platform capabilities include a Global Wealth Map for visualizing entity and ownership structures, Masttro Intelligence for AI-powered natural-language queries about a client's wealth, Alternatives AI for tracking private equity, venture capital, and real estate positions, and Documents AI for automated document processing and capital call management, plus a Cash Management Registry and a secure client communication portal. Masttro was founded in 2010 inside a family office and is now headquartered in Zurich, Switzerland, with additional offices in New York City and Monterrey, reporting 400+ clients across 40+ countries. The platform emphasizes security with ISO 27001-aligned controls, GDPR compliance, Swiss Tier 4 data centers on a private Azure instance, encryption at rest and in transit, and client-owned encryption keys. Pricing is not disclosed publicly and is described as not AUM-based, with quotes provided based on client scope.
Key Features
Global Wealth Map — Visualizes entity and ownership structures across a client's holdings, giving a consolidated view of complex, multi-entity wealth.
Masttro Intelligence — AI-powered natural-language querying that lets users ask questions about a client's wealth data directly.
Alternatives AI — Tracks private equity, venture capital, and real estate positions alongside public holdings.
Documents AI — Automates document ingestion and capital call management, reducing manual document handling.
700+ Direct Custodian Feeds — Aggregates account data through more than 700 direct custodian feeds worldwide instead of screen-scraping or third-party intermediaries.
Cash Management Registry — Tracks cash transactions and balances across accounts and entities.
Consolidated Portfolio Analysis — Delivers performance reporting and liquidity tracking across public and private assets in one view.
Secure Communication Portal — Encrypted client messaging portal for sharing wealth data and updates securely.
Pros & Cons
Pros
Aggregates public and private assets through 700+ direct custodian feeds instead of screen-scraping
AI-powered natural-language querying (Masttro Intelligence) and automated document processing (Documents AI) cut down manual reporting work
Strong security posture: ISO 27001-aligned controls, GDPR compliance, Swiss Tier 4 data centers, and client-owned encryption keys
Purpose-built for complex, multi-entity, multi-jurisdiction, multi-currency wealth structures rather than a generic finance dashboard
Cons
Pricing isn't published anywhere on the site — prospects must contact sales for a custom quote
Built for institutional and UHNW wealth structures, so it isn't a fit for individual retail investors or small businesses
Breadth of custodian and alternative-asset coverage suggests onboarding likely requires dedicated implementation support rather than pure self-serve setup