Masttro

About Masttro

Masttro operates as a financial technology firm, providing a comprehensive wealth management platform built on a software-as-a-service (SaaS) model. The company was established in 2010 by co-founders Javier M. Gutierrez and Domingo Viesca. Their journey began from firsthand experience within a multi-generational family office, where they identified significant inefficiencies in managing complex, global wealth portfolios. Gutierrez's background in financial management and Viesca's engineering perspective led them to develop a proprietary system to solve their own data aggregation challenges, which later evolved into the Masttro platform.

The firm primarily serves ultra-high-net-worth (UHNW) individuals, family offices, registered investment advisors (RIAs), and large financial institutions. Its business model centers on providing a single, unified view of a client's total net worth by aggregating disparate financial data. The platform processes structured and unstructured data across all asset classes, including liquid investments, illiquid and alternative assets like private equity and real estate, liabilities, and passion assets, across multiple currencies and regions. Revenue is generated through subscriptions to its technology platform.

Masttro's core offering is its AI-driven platform that automates data aggregation, synthesis, and visualization. Key features include direct data feeds from over 550 custodian banks, AI-powered document extraction for unstructured data, customizable real-time analysis dashboards, and secure document management. The system is designed to provide clients with complete transparency and control over their entire balance sheet, enabling more informed financial decisions. A significant milestone was the $43 million growth equity investment led by FTV Capital and Citi Ventures in March 2023, aimed at accelerating global expansion and further research and development. The company has offices in New York, Zurich, Monterrey, Mexico City, and Santiago, serving a global client base across more than 30 countries.