Masttro Delivers Agentic AI, Natural Language Processing Built for the $84 Trillion Great Wealth Transfer

Three years in development, Masttro Intelligence delivers AI framework that helps family offices and institutions ingest, understand, and act on complex wealth data

NEW YORK–(BUSINESS WIRE)–Masttro, the leading wealth technology provider to family offices, high-net-worth individuals, financial institutions, and the professionals who serve them, today announced Masttro Intelligence, a major advance in how wealth owners and advisors aggregate, analyze, and operationalize their most complex information.

Built as an agentic framework tightly integrated across Masttro’s secure global wealth platform, Masttro Intelligence orchestrates proprietary AI agents to ingest documents, normalize data, and deliver precise answers in natural language. Users can quickly surface insights from K-1s, partnership agreements, trust deeds, financial statements, capital call notices, insurance policies, and private-markets packets without compromising privacy simply by talking.

“Masttro Intelligence represents a fundamental shift in how family offices and institutions manage information,” said Jay McNamara, Chief Executive Officer of Masttro. “With a privately deployed generative AI architecture and an agentic approach, professionals gain instant clarity and control over their most sensitive data — securely, conversationally, and at scale.”

Unstructured In, Intelligence Out

Masttro Intelligence securely ingests and normalizes raw documents via trusted connections, categorizes them, and makes the details instantly actionable. Ask: “Show capital calls by fund and entity for Q3,” “Reconcile K-1 allocations across structures,” or “Surface expiring insurance coverage,” and receive auditable, structured outputs in seconds.

A Private, Agentic Generative AI Framework

Rather than a single general-purpose model, Masttro Intelligence coordinates multiple, purpose-built agents to:

• Automate document collection and classification across every wealth artifact.
• Extract, reconcile, and map key fields to the correct accounts, entities, and classifications.
• Answer complex portfolio questions in plain language and return results as tables, dashboards, and portfolio breakouts — all within a unified, compliant environment.

Currently available new modules include Documents AI, Alternatives AI, and an Intelligence Assistant that works across every layer of the Masttro platform.

An early user of the new Masttro Intelligence is Jefferson River Capital, a NYC single-family office with a portfolio of over $1 billion in assets across public and private markets.

“The new AI capabilities in Masttro Intelligence represent a meaningful advancement in the platform’s capabilities,” said Dan Forman, Chief Investment Officer, Jefferson River Capital. “Masttro Intelligence has streamlined our document management and greatly reduced manual processes, enabling us to devote more time to strategic portfolio oversight and other high-value areas. It’s a huge leap forward in operational productivity and efficiency.”

Built for the Great Wealth Transfer

With an estimated $84 trillion in assets set to transition to new generations over the next two decades, family offices face mounting operational complexity — from alternatives and multi-entity structures to succession and reporting continuity.

“We engineered Masttro Intelligence to turn static documents into dynamic intelligence and eliminate friction at scale,” added McNamara. “It’s the fastest path from raw paperwork to usable insight.”

Security, Sovereignty, and Control by Design

Masttro Intelligence runs within Masttro’s private generative AI environment, aligned with the company’s Tier 4 Swiss data centers, client-owned encryption keys, and enterprise-grade controls. The framework:

• Operates inside a locked-down, private compute perimeter.
• Does not train on client data and preserves strict data boundaries.
• Ensures clients retain full data ownership and governance at all times.

“Our commitment to innovation is not only the sophistication of our models, but the way we deploy them, securely, at scale, and exactly where they create measurable value to our clients,” said Domingo Viesca, Co-founder and Head of Innovation, Masttro. “The result is a system that understands the language of wealth with privacy, precision, and context that meet the highest institutional standards.”

Continuing Masttro’s Legacy of Secure Innovation

For security reasons, Masttro doesn’t use screen scraping technology or 3rd party intermediaries for data aggregation. Instead, the platform connects directly to more than 650 leading global custodians, with new ones being added weekly. It ingests and normalizes data across 155,000 alternative investments, is used to serve clients in 33 countries.

About Masttro

Masttro is the leading wealth technology platform built to simplify the complexities of ultra-high-net-worth and high-net-worth estates. Providing a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights across all asset classes — including private markets, real estate, and collectibles — backed by robust cybersecurity and privacy architecture. Learn more at www.masttro.com.

Contacts

Media Contact:

Ron Favali for Masttro

[email protected]