Company profile: Masttro
1.1 - Company Overview
Company description
- Provider of wealth information solutions for high-net-worth families and family offices, including a platform that aggregates and visualizes total net worth across geographies and currencies, data aggregation and synthesis, dynamic reporting modules to optimize workflows and automate tasks, philanthropy management, estate visualization, and top-tier cybersecurity and data security.
Products and services
- Data Aggregation and Synthesis: A multi-source engine that gathers financial data from various sources and synthesizes it to deliver a comprehensive, consolidated view of total wealth across assets
- Dynamic Reporting Modules: A modular toolkit delivering reporting tools that integrate with dynamic modules to optimize workflows and automate manual tasks within wealth information management
- Wealth Information Platform: A multi-currency platform that aggregates and visualizes total net worth, covering liquid and illiquid assets across all geographies and currencies for high-net worth families and family offices
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Masttro
Investability
HQ: United States
Website
- Description: Provider of an online real estate investment platform enabling investors worldwide to search and acquire U.S. single-family residential properties, with end-to-end services including sourcing, renovation, leasing, property management, and asset disposition.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Vermilion Software
HQ: United States
Website
- Description: Provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management, and insurance industries.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Geremia Financial
HQ: United States
Website
- Description: Provider of wealth management solutions, offering investment consultation, insurance, and mortgage lending services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Rplan
HQ: United Kingdom
Website
- Description: Provider of fintech software for financial institutions, offering a secure online service for clear, unbiased financial decisions and a modular wealth management platform. Solutions include digital experiences integrated with financial systems, advisor tools, a client portal, prospect engagement for lead generation and data capture, CLM & onboarding workflows, and advisor- & client-led planning.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Stockchase
HQ: Canada
Website
- Description: Provider of an established online community for DIY investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Masttro
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Masttro
2.2 - Growth funds investing in similar companies to Masttro
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4 - Top valuation comps for Masttro
4.2 - Public trading comparable groups for Masttro
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