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Masttro review

By the UHNW.ai editorial desk · Updated

Educational only — not financial or investment advice.

A total-wealth platform built around the full net-worth picture rather than the investment portfolio alone: bankable assets next to private holdings, real estate, collectibles, liabilities and the documents behind them. That framing suits wealth owners and family offices who want one place where the whole balance sheet — not just the custodied part — is current. The trade-off of any all-in-one view applies: the non-bankable side is only as fresh as the data discipline behind it.

by MasttroRequest a demo
Read this first — Established Masttro publishes its own security and compliance claims (including SOC 2-type attestations) in its materials — treat these as vendor statements and verify them in diligence. We list Masttro for editorial reasons and currently have no commercial relationship with it.

At a glance

Best for
Family offices wanting one live view of total net worth
Maker
Masttro
Type
Established
Price from
Quote-based (demo)
Pricing
Enterprise SaaS, quoted per engagement
Our relationship
No commercial relationship — we earn nothing if you request a demo or sign up.

What it does

A total-wealth platform built around the full net-worth picture rather than the investment portfolio alone: bankable assets next to private holdings, real estate, collectibles, liabilities and the documents behind them. That framing suits wealth owners and family offices who want one place where the whole balance sheet — not just the custodied part — is current. The trade-off of any all-in-one view applies: the non-bankable side is only as fresh as the data discipline behind it.

Key features:

total net-worth viewbankable & non-bankable asset aggregationliabilities trackingdocument vaultreporting & dashboardsownership structuresmobile access

Pros & cons

Pros

  • Treats non-bankable wealth — private assets, property, art, liabilities — as first-class, not an afterthought appended to a portfolio report
  • Document vault tied to the asset structure keeps the paper trail where the numbers are
  • Built for wealth owners and their offices specifically, and the product decisions show it

Cons

  • Quote-only pricing; budget discovery requires the demo conversation
  • The total-wealth promise depends on someone maintaining the manual and semi-manual feeds for illiquid positions
  • Lighter than Addepar on institutional-grade performance analytics for complex public portfolios
Evaluating Masttro? Family offices wanting one live view of total net worth — Quote-based (demo). Verify capabilities, pricing and security posture directly with the vendor before committing.

How it stacks up

Comparisons

Featured in

Guides

Some outbound links on this site are partner links; “Request a demo” links to vendors we have no commercial relationship with earn us nothing — see our disclosure. Pricing, capabilities and compliance claims are the vendor's own statements from its public pages and may change; a dash means unverified. Nothing here is financial, legal or investment advice.