Masttro

#19 in Investment Portfolio Management

New York, US

Products on G2

Total reviews

4.5

Avg. star rating

Masttro ranks #19 in Investment Portfolio Management.
Masttro's 1 product span 1 category on G2.
Small Business is the largest segment among reviewers, at 88.9%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Masttro's products.

Page views and citations · Masttro

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Orion Advisor Tech

1 switched

Key stats

—

#19

Small Business

2010

New York, US

Adoption by company size

Segment	Share of reviews
Small Business	88.9%
Mid-Market	11.1%
Enterprise	0.0%

Quarterly history

Quarter	Total reviews	Avg. rating
2026 Q1	2	5.0
2026 Q3	8	4.4

About Masttro

Masttro is a wealth management technology platform built for ultra-high-net-worth families, family offices, and their advisors. It consolidates every asset a family owns, public and private, liquid and illiquid, into one accurate, real-time view. The platform uses AI to aggregate and visualize wealth data, including alternative investments, real estate, private equity, and collectibles, alongside traditional holdings. Instead of piecing together statements from multiple custodians and spreadsheets, wealth owners and their advisors get one source of truth they can act on immediately. Masttro connects directly to more than 700 custodians worldwide, so data flows in through proprietary feeds rather than screen scraping or manual entry. The platform is available on web and mobile, backed by enterprise-grade encryption and data security. learn more: www.masttro.com

Products

Masttro

by Masttro · 10 reviews

4.5

Showing 1 of 1

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