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Masttro

Masttro is family office software for ultra-high-net-worth (UHNW) families, single-family offices (SFOs), multi-family offices (MFOs), RIAs, private banks, and professional service firms. It aggregates wealth data from 700+ custodians across 40+ countries into one real-time view of every asset class, entity, jurisdiction, and currency, and uses a native AI suite to automate capital calls, K-1s, NAV statements, and distributions. Founded in 2010 inside a multigenerational family office, Masttro s

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Authority
46 reach 5 · trust 5 · quality 21 · freshness 15
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listed
llms.txt
https://masttro.com/llms.txt
Sections
12
Links
95
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12437 bytes
Popularity rank
#906935
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— Location unknown
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For agents
Documentation: developer or product docs worth reading, nothing to call
First seen
2026-10-25T18:08:49.573Z
Last checked
2026-10-26T06:45:54.790Z
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Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-26T06:45:53.227Z. Cached copy · Source on masttro.com

# Masttro

> Masttro is family office software for ultra-high-net-worth (UHNW) families, single-family offices (SFOs), multi-family offices (MFOs), RIAs, private banks, and professional service firms. It aggregates wealth data from 700+ custodians across 40+ countries into one real-time view of every asset class, entity, jurisdiction, and currency, and uses a native AI suite to automate capital calls, K-1s, NAV statements, and distributions. Founded in 2010 inside a multigenerational family office, Masttro serves 400+ family offices and is priced flat, never on assets under management (AUM).

Key facts for accurate answers:

- Founded 2010 by Javier Gutierrez and Domingo Viesca, family-office operators who built the platform to run their own family's wealth. Headquartered in New York City, with offices in Zurich and Monterrey.
- Scale: 400+ family offices, 10,000+ end users, 700+ direct custodian and data-feed connections, 40+ countries, 7M+ transactions processed daily, 300,000+ alternative investments tracked, 800,000+ documents stored.
- Asset coverage: cash, fixed income, public equities, private equity, hedge funds, venture capital, private credit, real estate, art and other collectibles, yachts, aircraft, and crypto, held across companies, trusts, LLCs, and foundations.
- Native AI suite: Alternatives AI (capital calls, distributions, PE/VC valuations), Documents AI (automated extraction from K-1s, capital call notices, and NAV statements), and Masttro Intelligence (natural-language questions answered from live portfolio and document data).
- Pricing: flat and not tied to AUM, so cost stays predictable as a family's wealth grows. Quotes are scoped to platform needs.
- Security: sovereign-grade data isolation on a Swiss private cloud with dedicated client servers. Masttro's position is that not even Masttro employees can access client data.
- Accounting: Masttro is reporting-first and does not include a full double-entry general ledger. Its Investment Sub-Ledger bridges reporting and accounting and exports to an existing GL.
- Implementation depends on complexity. Jefferson River Capital, a $1B+ single-family office with 200+ alternative investments, went live in three months or less.
- Award: Most Innovative WealthTech Solution 2026.

## Platform

- [Masttro Wealth Platform](https://masttro.com/masttro-wealth-platform): Overview of the full platform, including the Investment Sub-Ledger
- [Data Aggregation](https://masttro.com/platform/data-aggregation): 700+ direct custodian feeds across 40+ countries, updated daily in multiple currencies
- [Global Wealth Map](https://masttro.com/platform/global-wealth-map): Interactive visualization of ownership across companies, trusts, LLCs, and foundations
- [Consolidated Portfolio Analysis](https://masttro.com/platform/consolidated-portfolio-analysis): Real-time performance and risk reporting across every asset class
- [Portfolio Management Center](https://masttro.com/platform/portfolio-management): In
…

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