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Complex wealth deserves a complete picture
Masttro is family office software that gives a single, secure picture of UHNW family wealth across public and private assets. Consolidate every asset class, entity, and generation into one source of truth.
Clients globally
Direct custodian feeds
End users
Weeks to deploy
Every asset. Every entity. One complete picture.
The average family office runs reporting out of spreadsheets stitched together from a dozen sources. Masttro replaces the patchwork with a single, automatically reconciled view across every asset, entity, and custodian.
Ownership mapping across entities, trusts, and foundations — your full wealth structure in one view
See the Global Wealth Map in action →
Alternatives. Private equity. Real estate. All of it, fully managed.
Most platforms treat private equity, real estate, and direct investments as afterthoughts. Masttro was built to handle them natively. Track alternative assets and illiquid alternatives, from private-market exposures to direct deals, with documents, valuations, K-1s, and capital calls ingested, categorized, and reconciled automatically.
Built for private market deal teams and family office investments
See Alternatives AI in action →
Wealth in full view. For everyone who needs to see it.
We remove the frustration and expense of relying on a power user or outsourced consultants. We built Masttro so anyone in your practice, including the principal, can get a trusted answer directly. Experience a family office software that empowers self-serve data visualization, performance measurement, and asset allocation strategies across portfolio data and market data.
Ask anything about your estate and get an answer in plain language
See Masttro Intelligence in action →
Built for every type of family office
and the professionals who serve them
One family. Total visibility. See every asset, entity, and stakeholder in one view your principal can trust
Masttro for SFOs →
Scale across families without losing boutique service. Onboard faster. Report smarter. Handle any alternatives book.
Masttro for MFOs →
Serve your most complex UHNW clients at institutional standard. Without the institutional headcount.
Masttro for RIAs →
Aggregate internal and external accounts. Deliver committee-ready reporting. White label the platform to fit your brand.
Masttro for Institutions →
Leading managed services and advisory firms (including PWC) use Masttro to elevate their family office advisory practice.
Masttro for Professional Services →
A full view of your entire estate, directly accessible, and intuitive to use.
Masttro for UHNWI →
The Family Office Upgrade Playbook
Whether you're building your tech stack for the first time or replacing a system that no longer scales, this playbook gives you a clear operating framework grounded in how modern family offices run.
Signs you've outgrown Excel
How to evaluate platforms without a 6-month RFP
Tech stack examples from family offices
What to ask before committing to a platform
We didn't adapt software for family offices, we built it from inside one
Masttro was founded in 2010 inside a complex, multi-generational family office. We uniquely understand what a solution for UHNW wealth management must deliver. Our platform is built for the principal, the COO, the CIO and the next generation — not the analyst who operates the software. And because we were built inside a family office, privacy isn't a feature. It's the architecture.
Built inside a real family office. Founded in 2010
Your data is yours. No Masttro employee can ever see it
Encrypted at rest and in-transit. Private cloud. Swiss-based infrastructure
Live in 12-14 weeks. No specialist headcount required
Serving clients in 40+ countries across every major wealth market
Backed by FTV Capital and Citi Ventures.
Explore Masttro on your own terms
Masttro demo videos
See the Global Wealth Map, Masttro Intelligence, alternatives processing, and more, via a series of in short, 1 minute videos.
Browse demo videos →
Interactive tours
Explore Masttro's key capabilities at your own pace, with clickable interactive demos.
Take a product tour →
AI workflows
Masttro Intelligence is embedded AI that allows you to automate document collection, generate custom reports and access insights on demand.
See our AI overview →
Explore our platform
See your wealth in full view
Talk to our team. Most firms are live in 12-14 weeks. No specialist headcount required.