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Masttro vs Orion Advisor Tech

Masttro logo
MasttroOther
CustomPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Masttro logo
Masttro
Other

Every asset. Every entity. One complete picture.

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryOtherWealth Management Platforms
What it isWealth aggregation and reporting for UHNW clients.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceCustom
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…
From $13,000 / yr
Orion sells modular "Stacks" for advisors with public starting prices: Foundation ~$13,000/yr, Essentials ~$18,000/yr, Advantage ~$28,000/yr. Final cost varies by AUM, users, and…
Pricing modelCustom quoteTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20101999
Team size51-200 employees1001-5000 employees
HeadquartersNew York, NYOmaha, NE

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