Masttro

About Masttro

Masttro is a global leader in wealth technology, specializing in aggregating, visualizing, and managing complex portfolios across various asset classes, jurisdictions, currencies, and entity structures. The company provides a secure, unified platform for ultra-high-net-worth (UHNW) family offices, private banks, and wealth advisors, offering real-time control, transparency, and insights to wealth owners and their trusted advisors.

Products & Services

Masttro Platform:A comprehensive wealth management platform that unifies asset data, automates portfolio management, and provides real-time reporting and insights.

Documents AI:Automates document processing, capital calls, and reconciliation for efficient wealth management.

Alternatives AI:Facilitates real-time valuation of private equity funds and venture capital investments.

Masttro Intelligence:A conversational AI tool for consolidating, validating, and analyzing wealth data.

Global Wealth Map:Offers interactive visualization of entities, ownership structures, and multi-asset portfolios.

Consolidated Portfolio Analysis:Provides on-demand performance reporting and liquidity tracking.

Secure Communication Portal:Enables safe exchange of sensitive information with encrypted, auditable messaging.

Cash Management Registry:Tracks all cash movements including deposits, withdrawals, and balances.

Data Aggregation:Connects to over 650 direct custodian feeds for secure, real-time data without third-party intermediaries.

Portfolio Management:Supports firm-wide investment policies, risk thresholds, and strategies.

Mobile App:Delivers consolidated views, alerts, and reporting on the go.

Specialties

Wealth Data Aggregation Portfolio Management Alternative Investments AI-Powered Automation Secure Data Handling Real-Time Reporting Family Office Solutions Multi-Entity Wealth Visualization

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Growth Equity T: - FT: Growth Equity	A: 43000000 MR: - FA: $43 million FAN: 43000000	D: 2023-03-09 FD: 2023-03-09	2 investors

Growth Equity Latest

2023-03-09

$43.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Jay McNamara

Chief Executive Officer

D

Domingo Viesca

Principal

J

Javier Gutierrez

Principal

S

Scott Gellman

CFO & Head of Global Client Experience

M

Miriam Chau

Operations

L

Luis Garcia

Information Technology

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Recent News

Masttro Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised