Masttro vs. Addepar

Wealth is complex. Your technology shouldn’t be.

Masttro delivers the most advanced, secure solution for family offices: more intuitive dashboards, unparalleled detail across asset classes, military-grade data encryption and AI-powered document management - with pricing that isn’t based on AUM. Purpose-built for the scale and structure of modern family offices.
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“Some $84 trillion will be passed down to younger generations over the next two decades and wealth owners and their advisors need more sophisticated technology to manage their complex estates and these transfers.”
- Jay McNamara, CEO, Masttro 

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Managing wealth should be seamless and future-proof. This guide helps you understand how Masttro outperforms Addepar in ease-of-use, privacy, and automation, with pricing that delivers true partnership for long-term value.

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Masttro vs. Addepar: Feature Comparison

HeaderWith MasttroWith Addepar
Global Wealth MapInteractive Wealth Map gives wealth owners a holistic, real-time view of their entire estate, enabling them to visualize 100% of their wealth on one screenCan explore different areas of wealth in multiple reports and balance sheet views
Beyond Investment ReportingMasttro goes beyond reporting, providing comprehensive operational support platform for wealth owners and advisorsAddepar specializes in data aggregation, analytics and reporting for investment portfolios
UsabilityIntuitive user-friendly interface means any user can easily access real-time information and run reports Detailed dashboards that allow advisors to run reports for clients
PricingFixed pricing, unrelated to client AUMPricing increases with client AUM increase
PrivacyMilitary-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees) Addepar accesses and aggregates client data for their own benchmarking reports
Alternative InvestmentsAI module automates alternative investment data ingestion, analysis and allocation for real-time insightsOffers an Alts Data Management add-on
Document ManagementComplete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy accessFlexible APIs help users with integrations for document management workflows
Data AggregationAn unparalleled level of detail across any asset class, no matter what the format or data typeCan extract data from many types of asset documents
Direct Custodian ConnectionsOver 650 direct connections, no third-party services neededAddepar uses third-party services like Plaid for custodian data
Future-ProofingBuilt to evolve alongside family estate and investments, with Legacy Distribution Manager to prepare wealth owners and heirs for transition planningLess focused on multi-generational planning
Purpose-Built Established by founders running a multigenerational family office, with an inherent understanding of needs within industryEstablished by founders working in big data analytics software engineering

Global Wealth Map

With Masttro

Interactive Wealth Map gives wealth owners a holistic, real-time view of their entire estate, enabling them to visualize 100% of their wealth on one screen

With Addepar

Can explore different areas of wealth in multiple reports and balance sheet views

Beyond Investment Reporting

With Masttro

Masttro goes beyond reporting, providing comprehensive operational support platform for wealth owners and advisors

With Addepar

Addepar specializes in data aggregation, analytics and reporting for investment portfolios

Usability

With Masttro

Intuitive user-friendly interface means any user can easily access real-time information and run reports

With Addepar

Detailed dashboards that allow advisors to run reports for clients

Pricing

With Masttro

Fixed pricing, unrelated to client AUM

With Addepar

Pricing increases with client AUM increase

Privacy

With Masttro

Military-grade data encryption - nobody can access your full portfolio data but you (not even Masttro employees)

With Addepar

Addepar accesses and aggregates client data for their own benchmarking reports

Alternative Investments

With Masttro

AI module automates alternative investment data ingestion, analysis and allocation for real-time insights

With Addepar

Offers an Alts Data Management add-on

Document Management

With Masttro

Complete document management system that handles, stores, and organizes vast amounts of financial documents efficiently for easy access

With Addepar

Flexible APIs help users with integrations for document management workflows

Data Aggregation

With Masttro

An unparalleled level of detail across any asset class, no matter what the format or data type

With Addepar

Can extract data from many types of asset documents

Direct Custodian Connections

With Masttro

Over 650 direct connections, no third-party services needed

With Addepar

Addepar uses third-party services like Plaid for custodian data

Future-Proofing

With Masttro

Built to evolve alongside family estate and investments, with Legacy Distribution Manager to prepare wealth owners and heirs for transition planning

With Addepar

Less focused on multi-generational planning

Purpose-Built

With Masttro

Established by founders running a multigenerational family office, with an inherent understanding of needs within industry

With Addepar

Established by founders working in big data analytics software engineering

“We chose Masttro because we were priced out by other solutions, which would’ve been at least double the cost.  We didn’t want to be charged on our AUM as it is not in line with our own pricing model.”

Saul Dyne, Operations, Stonebridge Family Office

“Masttro allows us to answer all the different questions from the owner’s perspective. What assets do I have? Where do I have them? Who knows about this information and who is in charge of it.”

Alejando Bazua, Founder, Single Family Office

“Masttro has been very helpful in helping aggregate all of our assets and create a good picture of what our returns have been.”

Sergio Guerrero, Founder, Multi-Family Office
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Built by family offices, for family offices.

Masttro is the original family office technology company. Established in 2010 by founders working within a complex, multigenerational family office, we have an inherent understanding of the needs within the space.

It’s why the platform delivers a real-time picture of wealth, across all asset classes, and guarantees 100% data privacy at all times.

160
+
Team Members
650
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
35
Countries Served

What You Get From
30-Minute Demo Call

Experience the Global Wealth Map

Get a walkthrough of Masttro’s highly intuitive, real-time visualization tools 
that give you an unparalleled level of detail on your assets, aggregating all
 types of structured (as well as unstructured) data side-by-side in a single source of truth.

Witness AI-powered Automation

Learn how Masttro eliminates manual processes and streamlines reporting with an AI-powered document management module that ingests PDFs (regardless of formatting), scans and identifies key data points and pulls these directly - even flagging any outliers for review.

Future-Proof Your Operations

Understand how Masttro sets up your wealth management for long-term success with advanced planning tools, the most sophisticated data security and a pricing structure that supports you as you grow.

Ready to See Masttro in Action?

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 Frequently Asked Questions

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Does Masttro use third-party providers to source custodian data?

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