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Masttro
Masttro · New York City, New York, United States · founded 2010
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 their advisors. Its portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports. Masttro says it aggregates data through more than 700 direct custodian feeds in over 40 countries, without screen scraping or third-party aggregators. Alternatives AI reads GP portal documents, emails, and uploaded PDFs to help automate capital calls, valuation updates, and distributions, and reports TVPI, DPI, RVPI, and XIRR. Masttro Intelligence can answer questions about a family’s wealth, surface exceptions, and help produce reports or data exports within the platform. The mobile app for iPhone, iPad, and Android provides alerts and 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. Onboarding typically takes 12 to 14 weeks. Pricing is by personalized proposal with a flat annual fee, not based on assets under management.
For and against
For
- Aggregates more than 700 direct custodian feeds
- Covers public, private, liquid, and illiquid assets
- Alternatives AI supports capital calls and valuation updates
- Mobile app includes alerts and reporting
- Ongoing support and training included after go-live
Against
- Onboarding typically takes 12 to 14 weeks
- Not designed to replace accounting software
- Pricing is available on request
The verdict
Masttro is designed to bring complex wealth holdings and alternative investment workflows into a consolidated view. It is not a general ledger, and onboarding typically takes 12 to 14 weeks.
Who it suits
Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms. Its FAQ describes a typical fit as families with net worth of $50 million and above.
Plans and prices
Custom pricing
Personalized proposal based on client needs, scope, and requirements; flat annual fee, not AUM-based
Read 8 Oct 2026 · masttro.com
On the record
- Accounting limitation
- Masttro is not a general ledger and is not designed to replace accounting software such as QuickBooks, NetSuite, or Sage.masttro.com · read 8 Oct 2026
- 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.masttro.com · read 8 Oct 2026
- Allocation analysis
- Yesmasttro.com · read 20 Sep 2026
- 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.masttro.com · read 8 Oct 2026
- Asset class coverage
- multi_asset_alternativesmasttro.com · read 20 Sep 2026
- 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.masttro.com · read 8 Oct 2026
- Integrations
- Masttro connects directly to custodians including UBS, Morgan Stanley, Goldman Sachs, and JP Morgan, among its 700-plus feeds.masttro.com · read 8 Oct 2026
- Mobile
- The mobile app is available for iPhone, iPad, and Android and provides alerts, interactive reporting, and published reports.masttro.com · read 8 Oct 2026
- Performance reporting
- Yesmasttro.com · read 20 Sep 2026
- Portfolio management
- Portfolio tools cover investment policies, exposure, diversification, risk profiling, performance analysis, and custom interactive reports.masttro.com · read 8 Oct 2026
- 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.masttro.com · read 8 Oct 2026
- 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.masttro.com · read 8 Oct 2026
- Risk analysis
- Yesmasttro.com · read 20 Sep 2026
- 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.masttro.com · read 8 Oct 2026
- 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.masttro.com · read 8 Oct 2026
- 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.masttro.com · read 8 Oct 2026
