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Masttro

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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

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Profile Name
Star Rating
7
2
1
0
0
Verified User in Financial Services
AF
Verified User in Financial Services
08/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Balanced Data Aggregation and an Easy GWM Interface for Portfolio Analysis

I like that there is a great balance between automated data aggregation and manual data input so that we can completely vie and understand our portfolio on a complete basis. We use the CPA in every investment committee, especially the portfolio breakdown capabilities. We also use the cash projection capabilities in order make our analysis of the portfolio more complete. The easy ro use GWM interface is incredibly helpful especially when teaching new team members how to use the platform.
Verified User in Financial Services
AF
Verified User in Financial Services
08/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Highly Customizable, but Too Many Steps and Slow Investment Account Connections

How customizable it is and the ability to load information regarding non-financial assets.
Verified User in Financial Services
UF
Verified User in Financial Services
08/06/2026
Validated Reviewer
Verified Current User
Review source: Organic

Game changer for portfolio performance and org chart viewing

Ability to visualize organizational charts/entity charts and calculate portfolio level returns

About

Contact

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

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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