About Masttro
Masttro is a Technology company based in New York (United States) founded in 2010 by Javier M Gutierrez and Domingo Viesca. It operates as a wealth management solutions are offered to financial institutions and managers. Masttro has raised $43 million across 1 funding round from investors including FTV Capital and Citi Ventures. Its chief executive is Javier M Gutierrez. Its website masttro.com draws about 47 thousand monthly visits. Masttro offers products and services including WealthData Platform, Doc AI, and Portfolio Management. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Addepar, Altruist, InvestCloud, sei and Avaloq and 5 more; 6 of its 10 listed competitors have raised funding.
Company details
Masttro was founded in 2010 and is headquartered in New York, United States. Operations focus on the wealth management sector, where software solutions are developed for financial institutions, including single and multi-family offices, investment firms, and private banks. Key features encompass client portals, real-time reporting, and automated presentations to support portfolio management and client interactions. Services are tailored to enhance efficiency in advisory and reporting processes.
- Headquarters New York, United States
- Founders Javier M Gutierrez, Domingo Viesca
- SectorsTechnology
- Website category Finance · Investing
- Website masttro.com
- Social LinkedIn
- Total Equity Funding$43M (USD)
in 1 rounds
- Latest Funding Round$43M (USD), Series C
Mar 2023
- InvestorsFTV Capital
& 1 more
Products & Services of Masttro
Masttro offers a comprehensive portfolio of products and services, including WealthData Platform, Doc AI, and Portfolio Management.
Aggregates and visualizes wealth assets across currencies and geographies
Extracts data from documents for seamless platform integration
Simplifies asset management with custom dashboards and automation
Funding Insights of Masttro
Masttro has successfully raised a total of $43M through 1 strategic funding round. The most recent funding activity was a Series C round of $43 million completed in March 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $43M
- Total Rounds 1
- Last Round Series C — $43M
- First Round $43M
(Mar 2023)
- Investors Count 2
All 1 funding rounds of Masttro with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2023 | $43M | Series C | – | FTV Capital |
2 investors in total: 2 institutional.
Investors in Masttro
Masttro has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include FTV Capital and Citi Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investment firm | – | ftvcapital.com | San Francisco, United States | |
Corporate venture capital firm backed by Citi | – | citi.com/ventures | San Francisco, United States |
Investor details for Masttro
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Masttro
29 people are tracked at Masttro (18 in leadership, 3 in board & advisors, 8 in team).
| Name | Role | Group |
|---|---|---|
Javier M Gutierrez | Co-Founder & Co-CEO | Leadership |
Domingo Viesca | Co-Founder | Leadership |
Jay McNamara | Co-CEO | Leadership |
Mitch Nichols | Head of Global Client Success | Leadership |
Scott Gellman | Head Of Global Client Experience Team And CFO | Leadership |
Gabriela Trigueros | Vice President Service Lead | Leadership |
Evaristo Garcia | Head of Sales, LATAM | Leadership |
Yannick Martenstyn | Sales Director | Leadership |
Javier Gutierrez | Co-Founder & Executive Chairman | Leadership |
Cynthia Dietzmann | Managing Director Masttro Wealth Technology For Family Offices Wealth Managers Rias | Leadership |
Padman Perumal | CEO | Leadership |
Miriam Chau | Head of Global Operations | Leadership |
Luis Ugedo | Head of Key Account Management, EMEA | Leadership |
Natalie Rotermund | Executive Director Sales EMEA / Middle East | Leadership |
Satty Chakraborty | VP Senior Onboarding Consultant | Leadership |
Serena H. | Head Of The Americas, Client Account Management | Leadership |
Jonathan Williams | Executive Director, Relationship Manager | Leadership |
Oliver Thommen | Head of Sales, EMEA | Leadership |
Brent Fierro | Board Member | Board & advisors |
Giovanni Bacarella | Board Member | Board & advisors |
9 more people are available in the full profile.
Complete people profiles for Masttro
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Masttro
2 dated milestones of Masttro across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Masttro is founded.
- Funding First funding round of $43.0M.
Competitors of Masttro
Masttro has 10 listed competitors in our database, 6 of them funded. They include Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $8.54M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of Masttro
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Masttro
The website of Masttro (masttro.com) receives about 46.8K visits a month and ranks #1,111,609 among all websites worldwide, #9,811 in Investing.
- Monthly visits46.8K
▲ 111.2% vs previous month
- Unique visitors8.1K
per month
- Global rank#1,111,609
among all websites
- Category rank#9,811
Finance · Investing
- Bounce rate37%
- Pages per visit2.5
- Average visit1 min 06 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Masttro. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| andsimple.co | 100% | 102.3K | #374,128 | View details | |
| futurefamilyoffice.net | 86% | – | #2,740,703 | View details | |
| morningstar.com | 77% | 12.9M | #4,951 | View details | |
massinvestordatabase.com | massinvestordatabase.com | 76% | – | #1,630,550 | – |
| fintrx.com | 76% | 26.7K | #1,052,629 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Masttro
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Masttro (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Masttro
Complete news archive for Masttro
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Masttro
Masttro was founded in 2010 and raised its 1st funding round 13 years after it was founded.
Masttro is headquartered in New York, United States. It is registered at New York, New York, United States.
Javier M Gutierrez is the current CEO of Masttro. They have also founded this company.
Masttro is a funded company, having raised a total of $43M across 1 funding round to date. The company's 1st funding round was a Series C of $43M, raised on Mar 2023.
Masttro was founded in 2010 and is headquartered in New York, United States. Operations focus on the wealth management sector, where software solutions are developed for financial institutions, including single and multi-family offices, investment firms, and private banks. Key features encompass client portals, real-time reporting, and automated presentations to support portfolio management and client interactions. Services are tailored to enhance efficiency in advisory and reporting processes.
Masttro offers WealthData Platform, Doc AI, and Portfolio Management.
Masttro has 2 investors. Key investors include FTV Capital, and Citi Ventures.