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Masttro

Masttro

Private
New York City, New YorkFinTechhttps://masttro.com

Last Round

Growth Equity

Mar 9, 2023

Total Funding Raised

$43M

Company Overview

Masttro is a financial software company that provides a wealth technology platform for family offices, financial advisors, and institutions to aggregate and manage complex investment portfolios.

Sector

FinTech

Verticals

Wealth Management, Financial Data, Vertical SaaS, NLP & Conversational AI, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth tech platformfamily office softwareholistic wealth viewfinancial data aggregationUHNWI wealth managementdigital family officeAI wealth managementalternative investment managementwealth reporting softwaredirect custodian feedswhite label wealth platformnon-AUM pricingdocument AIpassion asset managementprivate cloud hosting

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Masttro Comparables

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Masttro comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Asset Vantage
91%
Aleta
87%
Altoo AG
86%

Masttro Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Growth EquityMar 9, 2023

Key People

Founding team and executive leadership

Javier M Gutierrez

Co CEO Masttro

Executive Team

Jay McNamara

Chief Executive Officer

Executive Team

Rey Tapia

CDO CTO CISO

Executive Team

Scott Gellman

Head of Global Client Experience Team and CFO

Executive Team

Masttro Investors

Notable investors and investment history

Masttro investors
InvestorRounds
FTV CapitalGrowth Equity
Citi VenturesGrowth Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 2, 2026

    Monthly visitors grew 111% MoM, reaching 46.8K.

  • Mar 9, 2023

    $43M round led by FTV Capital.

Recent news

Latest coverage and updates

  • integrates_withSep 11, 2026

    On Sep 11th '26, Masttro launches a strategic integration with Truewind that automates the flow of complex wealth data into review-ready journal entries for UHNW wealth management teams.

Masttro Filings

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Masttro filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Masttro's valuation, stock price, and market status.

Is Masttro a public or private company?

Masttro is a private company.

What is the current stock price of Masttro?

Masttro is a private company, so its shares have no public market price. Caplight tracks Masttro's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Masttro worth (valuation)?

Valuation information for Masttro is not publicly available.

Can I buy Masttro stock?

Masttro shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Masttro's last funding round?

Masttro's most recent funding round was Growth Equity on March 9, 2023.

Who are the main investors in Masttro?

Key investors in Masttro include FTV Capital.

Will Masttro IPO soon?

No public IPO plans have been announced for Masttro.

How can I track Masttro secondary market activity?

Caplight tracks bids, offers, and trades in Masttro's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range70
Year Founded2010
Last FundingMar 9, 2023

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