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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
Fiorella W.
FW
Fiorella W.
08/05/2026
Validated Reviewer
Verified Current User
Review source: Organic

Strong Reporting but data dupplication

reporting , scp module specially the consolidated protfolio metrics.
Verified User in Financial Services
AF
Verified User in Financial Services
08/04/2026
Validated Reviewer
Verified Current User
Review source: Organic

Built of Family Offices

The fact that it is clearly built for family office level relationships. It does not try to be all things to all people, but instead tries to be the best in it's area of expertise. The global wealth map is a critical piece that is a huge selling point to clients and prospects.
Sheldon C.
SC
Sheldon C.
03/06/2026
Validated Reviewer
Review source: Organic

Effortless Financial Management with Masttro

I appreciate the ease of use and the pre-produced library of reports that Masttro provides. It has significantly streamlined our processes, allowing us to produce reports in minutes that would have taken hours before. I also find the AI tool for uploading information that can't be directly fed from our Custodians. The initial setup was very easy, and the Masttro team was extremely helpful throughout the process. The efficiency we have gained from implementing Masttro in our small firm of 4 employees has been great.

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