Product Avatar Image

Masttro

Show rating breakdown
10 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2010

Profile Name

Star Rating

7
2
1
0
0

Masttro Reviews

Review Filters
Profile Name
Star Rating
7
2
1
0
0
Alejandro D.
AD
Alejandro D.
08/13/2026
Validated Reviewer
Verified Current User
Review source: Organic

From fragmented information to complete, centralized control of our family wealth

The biggest value for us has been gaining a complete and organized view of our entire patrimonial structure. Today, we have a much clearer map of what we own, where it is held, and how the different entities and investments are connected.
JF
Jerry F.
08/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Friendly, Intuitive, and Easy to Use

Friendly environment and easy to use, very intuitive
Verified User in Financial Services
CF
Verified User in Financial Services
08/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Secure Communication Portal Streamlines Client Portfolio Reviews

The Secure Communication Portal is very useful. It helps me during our monthly client meetings by providing a comprehensive view of each client's consolidated portfolio. What used to take me days of work can now be done simply by verifying that the information matches the bank statements.

About

Contact

Phone:
(917) 755-0008
HQ Location:
New York, US

Social

About Masttro

Masttro is a wealth management technology platform built for ultra-high-net-worth families, family offices, and their advisors. It consolidates every asset a family owns, public and private, liquid and illiquid, into one accurate, real-time view. The platform uses AI to aggregate and visualize wealth data, including alternative investments, real estate, private equity, and collectibles, alongside traditional holdings. Instead of piecing together statements from multiple custodians and spreadsheets, wealth owners and their advisors get one source of truth they can act on immediately. Masttro connects directly to more than 700 custodians worldwide, so data flows in through proprietary feeds rather than screen scraping or manual entry. The platform is available on web and mobile, backed by enterprise-grade encryption and data security. learn more: www.masttro.com

Details

Year Founded
2010
Website
www.masttro.com