NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









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, Vertical SaaS, Financial Data, Business Intelligence, NLP & Conversational AI

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.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Masttro Comparables

Compare Masttro with similar companies based on industry and business-model similarity.

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.

Masttro Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Masttro Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range92
Year Founded2010
Last FundingMar 9, 2023

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.