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Should I use Masttro?

Family office software for every asset, entity, and alternative investment - masttro.com

Depends. Buy if you run a family office with complex, multi-entity, alternatives-heavy wealth and a budget for enterprise tooling. Skip if you are a small family, solo investor, or advisor needing simple portfolio tracking.

Confidence

Medium. Based on 30+ public sources; independent review depth is thin (4 ratings on rfp.wiki).

Ratings

  • Value for money
  • Ease of use
  • Feature depth
  • Support qualityNo evidence
  • Security posture

Pricing

Undisclosed (sales quote)

Flat annual subscription

ModelFlat annual fee
Monthly feesNot disclosed
HardwareNot disclosed

Best for

  • Single and multi-family offices
  • UHNW families with alternatives-heavy portfolios
  • Multi-entity wealth reporting
  • Docs-heavy teams needing aggregation

Not for

  • Small investors or individuals tracking a few accounts
  • Anyone needing a general ledger or core accounting
  • Small teams wanting cheap, transparent, self-serve pricing
  • Buyers needing validated independent reviews before committing

Gotchas - check before you buy

medium

Pricing undisclosed; flat annual fee with no dollar figures public. Expect enterprise sales negotiation.

medium

Not a general ledger. You still need separate accounting software or the Truewind integration.

low

Independent review base is tiny (4 ratings on). Do customer reference checks before signing.

Pros and cons

Pros

  • Flat annual fee instead of AUM-based pricing
  • Direct data feeds to custodians
  • Aggregates every asset, entity, and document in one platform
  • AI-supported document intelligence for collection and reporting
  • End-to-end encryption; vendor claims 100% security record

Cons

  • Not a general ledger; accounting needs a separate tool
  • No public pricing; quotes are sales-gated
  • Very few independent reviews to validate at scale
  • Built for family-office teams, not individual investors
  • Rivals argue its dashboards and accounting depth fall short

Sources & method

Analyzed 10/01/2026 - 15 sources - No known vulnerabilities found in the sources reviewed.

official x5review x7security x1news x2

Key stats

  • Value for money: 4/5

    Rating

  • Undisclosed (sales quote)

    Starting price

  • 15

    Sources

  • Analyzed

  • Value for money: 4/5. Flat fee beats common AUM-based pricing
  • Ease of use: 3/5. Self-claimed intuitive dashboards; thin independent evidence
  • Feature depth: 4/5. Full-stack: aggregation, alternatives, docs, AI
  • Support quality. No evidence
  • Security posture: 4/5. End-to-end encryption; self-reported zero-incident record
  • 4.5/5 rfp.wiki rating Only 4 independent reviews
  • 2010 Founded By family office operators
  • $43M Funding FTV Capital & Citi, 2023
  • Flat annual fee Pricing model Not AUM-based

Pricing

Flat annual subscription

Undisclosed (sales quote)

  • Single source of truth for all assets and entities
  • AI-powered aggregation and document workflows
  • Priced flat, not on AUM or user count

Security

No known vulnerabilities found in the sources reviewed.

What users say

Reddit users call Masttro solid for aggregation and like its non-AUM pricing, though some prefer rivals like Asset Vantage.

“Masttro is a good option for aggregation, especia…”
Reddit, r/familyoffice
“Masttro doesn't price on AUM or # of users. They ar…”
Reddit, r/familyoffice
“I use Masttro for our family office and…”
G2 review

Companies that use it

  • Henco Single Family Office14
  • Stonebridge Family Office15
Full analysis

Based on 30+ public sources; independent review depth is thin (4 ratings on rfp.wiki).

Enterprise family-office wealth platform for UHNW multi-entity portfolios; overkill for small investors and simple tracking.

Methodology

Based on 30+ public sources; independent review depth is thin (4 ratings on rfp.wiki).

Sources

  1. Masttro homepagemasttro.com
    official
  2. Masttro FAQ (pricing, general ledger)masttro.com
    official
  3. Masttro pricing pagemasttro.com
    official
  4. Masttro data security pagemasttro.com
    security
  5. rfp.wiki Masttro vs Allvue (4.5 vs 3.9)rfp.wiki
    review
  6. Capterra Masttro reviewscapterra.com
    review
  7. G2 Masttro reviewsg2.com
    review
  8. Reddit r/familyoffice aggregation threadreddit.com
    review
  9. Reddit MyFO pricing threadreddit.com
    review
  10. Asset Vantage Masttro comparisonassetvantage.com
    review
  11. FundCount Addepar vs Masttrofundcount.com
    review
  12. Masttro $43M funding announcementbusinesswire.com
    news
  13. Masttro + Truewind accounting partnershipmorningstar.com
    news
  14. Henco case studymasttro.com
    official
  15. Stonebridge case studymasttro.com
    official

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