Masttro
Masttro provides wealth management software that aggregates and analyzes estate assets across liquid, illiquid and liability categories. The New York-based company raised $43M in Series A funding in March 2023 and employs 89 people.
The growth story
Masttro grew from 32 to 89 employees between 2021 and 2026, raising $43M along the way, most recently a Series A in March 2023.
About
Masttro's platform consolidates financial data from various asset types and currencies into a unified view for estate management. It handles structured and unstructured data, including illiquid investments and liabilities, with encryption and access controls.
The company secured $43M in Series A funding in March 2023 from investors including Citi Ventures and FTV Capital. It employs 89 people, with sales being the largest function at 13 employees.
Founders and leadership
Sales is Masttro's largest department with 13 employees. The company has a median employee tenure of 2 years, suggesting moderate turnover. Leadership includes founders with backgrounds in financial technology.
The Masttro org chart
Jay McNamara (Chief Executive Officer) leads 40 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Business Development 16 (-6% YoY), Information Technology 12 (+33% YoY), Customer Success and Support 12 (+9% YoY), Sales 11 (+10% YoY), Engineering 7 (+17% YoY), Consulting 5 (0% YoY).
Talent flow
Masttro recruits heavily from financial services firms, with MSCI, Merrill Lynch and Morningstar each contributing 3 hires. Alumni have moved to companies like Etops and PCR Financial Aggregation. 10 employees studied at Tecnológico de Monterrey, more than any other school.
Most common previous employers of Masttro staff: MSCI (3), Merrill Lynch (3), Morningstar (3), Bank of America Merrill Lynch (3), UBS (2), Credit Suisse (2). Former Masttro employees most often moved to Etops (2), PCR Financial Aggregation (1), TruSight (1), Hebbia (1), TMF (1), PFG (1).
Alumni worth knowing
Web traffic
Traffic mix: 51% direct, 37% search, 4% social, 1% paid.
What this company is made of
Most common skills at Masttro: Leadership (31), Microsoft Excel (29), Microsoft Office (29), Project Management (25), Teamwork (25), Financial Analysis (23), Customer Service (21), Sales (20).
Where the team actually sits
Masttro people are concentrated in Nuevo León, Mexico (16), New York, United States (9), Florida, United States (7), New York City Metropolitan Area (3). 2 offices on record.
Search footprint
Masttro attracts about 821 organic search visits a month, traffic worth roughly $28K a month if bought through ads. It gained 346 ranking keywords and lost 294 in the last period.
What employees say
- Compensation
- 3.20 / 5
- Career opportunities
- 2.70 / 5
- Senior management
- 2.90 / 5
- Work-life balance
- 3.20 / 5
Frequently asked
Masttro has 89 employees as of September 2026.
Masttro has raised $43M in total, most recently a Series A round in March 2023.
Masttro was founded in 2010 by Domingo Viesca.
Jay McNamara (Chief Executive Officer) sits at the top of Masttro's reporting structure, with 5 direct reports.
The most common previous employers of current Masttro staff are MSCI (3 people), Merrill Lynch (3 people), Morningstar (3 people).
Former Masttro employees most often move to Etops (2), PCR Financial Aggregation (1), TruSight (1).
Masttro attracts about 821 organic search visits a month, worth roughly $28K a month in equivalent ad spend.
The most common skills among Masttro staff are Leadership, Microsoft Excel, Microsoft Office, Project Management, Teamwork.
Masttro staff are concentrated in Nuevo León, Mexico (16), New York, United States (9), Florida, United States (7).
Masttro has about 16 people in Business Development, down 6% over the past year, as of September 2026.
Masttro has about 12 people in Information Technology, up 33% over the past year, as of September 2026.
Computed from 62 current and 75 former Masttro profiles, as of September 2026. Source: Crustdata.
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