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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.
“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
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.
TRUSTED BY INDUSTRY LEADERS
Masttro vs. Addepar: Feature Comparison
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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
600
+
Direct Data-Feeds
300
k
Alternative Investments
10
k
+
End-users
31
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?
Request a Demo
Frequently Asked Questions
What makes Masttro different from Addepar?
How reliable is Masttro?
What is the pricing difference between Addepar and Masttro?
What security measures does Masttro offer to protect sensitive data?
What AI capabilities does the Masttro platform utilize?
Does Masttro use third-party providers to source custodian data?
Schedule an Intro
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