AdvisorEngine vs Masttro
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
MasttroOther
CustomPublished price
AdvisorEngine Wealth Management Platforms Personal. Scientific. Beautiful.® | Masttro Other Every asset. Every entity. One complete picture. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Other |
| What it is | Wealth management technology platform with CRM, portfolio, and proposals. | Wealth aggregation and reporting for UHNW clients. |
| Pricing | ||
| Published price | $69/user/month AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo… | Custom No standard public price; contact sales. Masttro uses fixed, use-based pricing that is explicitly NOT tied to AUM, so growth in assets does not raise platform cost. Priced by usag… |
| Pricing model | Per seat | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 2010 |
| Team size | 201-500 employees | 51-200 employees |
| Headquarters | New York, NY | New York, NY |