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Masttro

LinkedIn performance & growth strategy

July–October 2026

LINKEDIN ACCOUNT REVIEW  ·  SECTION 01

The short version: a good foundation, aimed too wide

Masttro’s LinkedIn account is built on the right foundation. The issue is what sits on top of it: almost every campaign uses predictive audiences, which hand the targeting decision to LinkedIn’s algorithm and let delivery spread well beyond the filters that were set.

SET UP WELL

The core settings are right

LinkedIn Audience Network is off, so every dollar runs on LinkedIn itself. Audience Expansion is off. Conversion tracking is clean, and HubSpot qualified, sales accepted and sales qualified leads report back to LinkedIn.

THE CORE ISSUE

Predictive audiences on almost every campaign

A predictive audience is a form of lookalike. Instead of reaching only the people inside the filters, LinkedIn finds people it believes are similar. In practice that gives the algorithm too much trust, and the targeting drifts.

WHAT IT COSTS

About 62% of impressions land outside the market

Only about 9% reach companies clearly identifiable as family offices or wealth firms. The rest go to big tech, data vendors, a Hong Kong cluster and thousands of unrelated small firms.

$33.0K
Spend in 90 days (North America and Europe group)
441
Form leads, about $75 each
209
HubSpot qualified leads, about $158 each
Under 3
Times anyone saw an ad in 90 days, including warm audiences
The strategic shift in one line

Take the targeting decision back from the algorithm: build real retargeting layers by time and engagement, connect them to the high-intent traffic Masttro already buys on Google, and aim cold spend at named segments instead of a lookalike pool.

LINKEDIN ACCOUNT REVIEW  ·  SECTION 02

What predictive audiences actually do here

LinkedIn’s predictive audiences start from a seed (a contact list, converters, followers) and expand to members the algorithm judges similar. Combined with the filters in an “or” structure, the expansion can overrule the filters entirely.

What the campaigns ask for

  • Family office and wealth roles
  • Contact lists and company followers
  • Website and company page visitors
  • About 130K to 200K members per audience
→

Where delivery went

  • Business development and finance roles, but often at technology companies (33% of impressions)
  • Data vendors such as MSCI, Bloomberg and Morningstar
  • Dozens of Hong Kong organizations with near-identical delivery
  • Masttro’s own staff (1,035 impressions) and competitors

Every company that saw an ad, by type

Family offices and wealth firms
9.2% of impressions · 12% of leads
Accounting, legal and advisory firms
2.7% of impressions · 6% of leads
Banks and large institutions
5.2% of impressions · 3% of leads
Investment firms (could be family offices)
19.2% of impressions · 17% of leads
Fintech, data and big tech
6.4% of impressions · 3% of leads
Outside the target market
55.6% of impressions · 58% of leads
Masttro staff and competitors
1.7% of impressions · 1% of leads
From LinkedIn’s company engagement export, grouped by company name; indicative. Many family offices are named like investment firms, so the true family office share sits between the green and amber bars.

When predictive is worth using

Seeded only from qualified deals and run as its own isolated test, a predictive audience can find good look-alike buyers. Judged on the share of impressions reaching family offices, not on cost per lead.

When it hurts

Blended into every stage, it makes cold and warm indistinguishable, spreads a fixed budget across hundreds of thousands of members (penetration of 1% to 3.8%), and leaves the warm audiences that matter most under-served.

LINKEDIN ACCOUNT REVIEW  ·  SECTION 03

LinkedIn’s real job: qualify and convert

Most B2B buyers do not discover a platform like Masttro on LinkedIn and buy the same day. They search, read, compare and come back. LinkedIn’s strength is what happens after the first visit: it is the only platform that can tell you which company and which role a visitor holds, and keep showing them the right message until they are ready.

Retargeting is the core function
Website visitors, company page visitors, video viewers, ad engagers and lead form openers become audiences automatically once the Insight Tag is live.
Qualify before you spend
Every warm pool can be filtered by industry, company size, seniority and function, so the budget follows only the visitors who could buy.
See the company in every layer
LinkedIn’s company-level engagement data shows which named accounts sit in each layer, so marketing and sales work the same list.

Two kinds of retargeting layers, used together

Time-based layers

  • 180 days: everyone who has engaged, kept warm cheaply with right-rail and Spotlight coverage
  • 90 days: the trust layer, where proof and education build familiarity
  • 30 days: the conversion layer, where the strongest ask goes

Engagement-based layers

  • Light: ad engagers, 25% video viewers, company page visitors
  • Medium: site visitors, 50% and 75% video viewers, webinar registrants
  • Strong: pricing, security, compare and demo center visitors; lead form openers who did not submit
LINKEDIN ACCOUNT REVIEW  ·  SECTION 04

LinkedIn and paid search, working as one

Masttro already buys the most valuable traffic in the category on Google: people searching for family office software, Addepar alternatives and comparisons. Most of them leave without converting. LinkedIn is how that traffic gets a second, qualified chance.

1
Google
In-market search

A COO searches for an Addepar alternative and lands on the comparison page.

2
Insight Tag
The visit is captured

The visitor joins a LinkedIn audience defined by the page they saw.

3
LinkedIn filter
Qualified by firm and role

Only family office, wealth and named-account visitors at the right seniority stay in.

4
90-day layer
Trust and proof

Switcher creative: the pricing story, Stonebridge, the security architecture.

5
30-day layer
The conversion ask

A private walkthrough by lead form, pre-filled from their profile.

6
HubSpot
Pipeline

The lead and the account history arrive together.

Search gets a better return

Expensive comparison clicks that do not convert on the first visit keep working for 90 days, at LinkedIn’s retargeting cost rather than another search click.

Segment by the page they saw

Addepar comparison visitors get the switching story; pricing visitors get the walkthrough; AI guide readers get the alternatives-AI proof. One audience per intent.

LinkedIn feeds search back

Named-account and Thought Leader campaigns create brand searches from the right firms, and brand clicks cost far less than category clicks.

LINKEDIN ACCOUNT REVIEW  ·  SECTION 05

The retargeting framework we would build

Five layers, each with its own audience, budget, message and measure. Nothing overlaps; the warm layers never mix with cold.

LayerWho is in itFormatsMessageJudged on
180-day coverageEveryone who engaged: site, page, video, ads, eventsSpotlight and right-railStay visible at the lowest costCost per thousand and coverage
90-day trust (middle of funnel)Site and company page visitors, 50%+ video viewers, ad engagers, webinar registrants; filtered to the ideal client; no predictive, no listsIn-feed single image, document and video; co-founder Thought Leader AdsProof and education: Stonebridge, the offshore family office case, the security architecture, the AI webinar15 to 25 impressions per person; engagement rate
30-day conversion (bottom of funnel)Pricing, security, compare and demo center visitors; 90-day layer engagers; lead form openersLead gen formA private walkthrough or demo, the strongest askCost per qualified lead in HubSpot
Search bridgeVisitors from the paid search landing pages, one audience per page groupIn-feed, matched to the search intentSwitcher, category and AI-proof sequencesSearch-to-pipeline rate
Predictive testOne campaign, seeded from HubSpot qualified and sales qualified leadsIn-feedThe AI guideShare of impressions reaching family offices
LINKEDIN ACCOUNT REVIEW  ·  SECTION 06

Sharper top of funnel: segments to launch

Replace one wide predictive pool with smaller, named segments that the budget can actually cover. Each gets its own campaign so the results can be read.

1. The Cross-Border Operator, US

Built from: Finance, Operations and Business Development (executives) at Director to Owner level, family office and wealth skills, investment industries, companies of 1 to 200

Why first: The core buyer; Finance and Director are the only segments converting today

2. The Cross-Border Operator, Latin America

Built from: Same recipe in Mexico, Brazil, Colombia and Chile, with Spanish creative

Why first: Latin America already takes 18% of delivery with English-only ads

3. Named family office accounts

Built from: Company list of family offices and wealth firms, including the 20 most engaged accounts and every firm with 30+ impressions

Why first: 206 family office and wealth firms are already aware of Masttro

4. The Advisor Multiplier

Built from: Partners at trust, tax, accounting and law firms with estate and family office skills

Why first: One firm brings many families; almost no competitor speaks to them

5. The Asset-Fee Switcher

Built from: Firms whose staff name an asset-priced platform, plus the comparison-page search bridge

Why first: The pricing and privacy ads that never got a fair test

On every cold campaign

Exclude Sales, Engineering and other non-buying functions, entry-level seniority, technology and IT services industries, Masttro staff, competitors and wealth-software vendors. Keep Business Development: it is where LinkedIn files founders, owners and chief executives.

The full recipes, sizes and signals sit in the Targeting tab →, the role-by-role read in Audience → and the named accounts in Accounts →

LINKEDIN ACCOUNT REVIEW  ·  SECTION 07

Six shifts, from today to next

The changes that would most benefit this account, in order.

TodayNext
Predictive audiences inside every stage→One isolated predictive test, seeded from qualified deals
One mixed middle-of-funnel set with lists and visitors→Pure 90-day trust and 30-day conversion layers, ideal-client filtered
Warm audiences seen fewer than 3 times in 90 days→15 to 25 impressions per person in the warm layers
Paid search and LinkedIn run separately→Search visitors retargeted on LinkedIn by the page they saw
Broad cold pools of 130K to 200K→Five named segments the budget can cover
Lead forms offered to cold audiences, no demo ask anywhere→Content offers in the trust layer, the walkthrough ask in the conversion layer

Offers worth keeping

The AI guide (about $46 per lead) and the AI webinar (about $56) convert steadily with no fatigue over three months. They move into the right layers rather than being replaced.

Free fixes, this week

Exclude Masttro’s own staff (1,035 impressions) and competitors (about 4,356), and create video viewer audiences from the 42K paid video views already earned.

LINKEDIN ACCOUNT REVIEW  ·  SECTION 08

Appendix: the detail behind the story

+Show every ad set with its results
Ad set and its jobStatusSpendClick rateLeadsCost per leadHubSpot qualifiedCost per qualified
Middle of funnel (retargeting + lists)
MOFU | [Asset: AI for FOs - On-Demand Webinar] - Retargeting + Contact Lists (Global - 9.2K) - SK
Active$8,2341.72%147$5662$133
Cold lead gen (AI guide)
Awareness | Lead Generation | Single Image | The Ultimate Guide to AI for Family Offices
Active$7,4890.99%162$4657$131
Cold lead gen (predictive)
Lead generation | Family Office Upgrade Playbook - Predictive (200k) + Company Connections
Active$6,2610.64%77$8146$136
Mixed: competitor users + retargeting
Lead generation | Addepar Users + Retargeting | North America | Single Image
Paused$3,8751.89%55$7031$125
Cold engagement, boosted posts (predictive)
Engagement - Predictive (200k) + Company Connections
Active$3,8043.56%0None8$476
Cold video (predictive)
Website conversions | Predictive (200k) + Company Connections | Video | Anthem
Paused$1,6500.36%0None5$330
Cold competitor lookalike
Website conversions | Adeppar Users & look-a-like | North America | Single Image
Paused$8890.74%0None0None
Cold engagement (predictive)
Engagement - Predictive (200k) + Company Connections | Single Image
Paused$5423.82%0None0None
Cold competitor users (US, UAE)
Website conversions | Tamarac, Black Diamond, Orion | US, UAE | Single Image
Paused$2700.42%0None0None

July 6 to October 3, 2026, North America and Europe campaign group.

+Show 35-point check: Signal and data  (4 working · 2 tune · 1 not yet read)
CheckStatusWhat we foundWhat we change
1. Insight Tag firingWorkingTag live on the site; website and company page visitor audiences are in active use.Extend the tag to the demo center and every landing page in the path.
2. One primary event per campaignTuneLead gen sets optimize to form leads; the website conversion sets produced 7 conversions on $2,812.Give each campaign one primary event matched to its stage.
3. Events measure real pipelineWorkingHubSpot qualified lead, sales accepted lead, sales qualified lead and form submit events are set up.Keep; use the HubSpot stages as the reporting spine.
4. Enough conversions to learnTuneThe three lead gen offers each produce roughly 17 to 21 conversions a month; the website conversion sets produce 0 to 3.Concentrate conversion budget where volume supports learning.
5. Attribution windowNot yet readNot visible in the exports.Confirm windows match a 90 to 180 day cycle.
6. CRM signal flowing backWorking209 qualified leads reported back from HubSpot in 90 days.Add offline conversions for opportunities and closed-won.
7. No low-intent events diluting the signalWorkingEvents are all lead and lifecycle actions.Keep.
+Show 35-point check: Architecture  (4 tune · 1 change first · 1 not yet read)
CheckStatusWhat we foundWhat we change
8. Objective matches funnel stageTuneEvery stage runs lead generation or website conversion objectives, including the sets labelled awareness.Pair objectives with stage: reach and engagement cold, conversion warm.
9. Distinct top, middle and bottom of funnelChange firstNo dedicated bottom-of-funnel layer; the middle-of-funnel set combines retargeting with 9.2K-member contact lists across all regions.Build a pure 90-day trust layer and a 30-day conversion layer.
10. Budget isolated by stageTuneAbout 63% of spend goes to cold, 25% to the middle-of-funnel set, 12% to a mixed set, 0% to a bottom-of-funnel layer.Give each stage its own budget line.
11. Naming conventionsTuneStage, objective and format appear inconsistently; sizes and dates appear in only a few names.Adopt one naming pattern: stage, audience, offer, format, size, date.
12. No campaigns bidding on the same audienceTuneThe same predictive plus company connections audience feeds four ad sets.One audience, one campaign per stage.
13. Learning stabilityNot yet readChange history not reviewed.Check before restructuring.
+Show 35-point check: Audience and coverage  (4 tune · 3 change first)
CheckStatusWhat we foundWhat we change
14. Targeting stays inside the ideal client profileChange firstAudience Expansion is off, but predictive audiences sit inside almost every ad set, which lets delivery move well beyond the defined audience.Isolate predictive audiences in one test campaign seeded from qualified deals.
15. Right seniority and rolesTuneDecision-making functions lead: Business Development (where LinkedIn files founders, CEOs, owners and presidents) 30%, Finance 17%, Operations 8%. The leak is seniority and company fit: senior individual contributors 25%, entry level 11%, technology companies 33%.Filter every warm and cold set by function and seniority from the targeting worksheet.
16. Right companiesChange firstBy company name, about 9% of paid impressions reached clear family office or wealth firms and about 62% reached firms outside the target market.Named family office list plus the hero segment recipes.
17. Account lists sized for budgetTuneContact lists (9.2K, global) run inside the middle-of-funnel set, so their reach cannot be read on its own.Run named accounts as their own campaign.
18. Warm audiences builtTuneWebsite and company page visitors exist; no video viewer pools despite 42K paid video views; no 30-day high-intent pool in use.Create video, engager and key-page pools at 30, 90 and 180 days.
19. No lookalike expansionChange firstPredictive audiences across stages and a paused lookalike set.Same fix as check 14.
20. Cold and warm kept apartTuneThe AI guide reaches cold, contact list and retargeting audiences with the same ask.Separate audiences so each sees the message for its stage.
+Show 35-point check: Creative and message  (1 working · 5 tune)
CheckStatusWhat we foundWhat we change
21. Message matches the stageTuneCold, warm and competitor sets all lead with AI.Map messages to stage: problem cold, proof warm, walkthrough hot.
22. Format mixTuneSingle image, video and boosted company posts; no Thought Leader Ads, Spotlight, Text or Follower ads.Add co-founder Thought Leader Ads and right-rail coverage.
23. Proof over claimsTuneThe PwC webinar and stat videos carry proof; few ads show a customer result.Add Stonebridge and the offshore family office case.
24. Clear differentiationTuneThe pricing, privacy and managed-services angles ran for $49 to $475 each and were paused before they could learn.Give the differentiated angles a fair test in the switcher segment.
25. Call to action fits the audienceTuneCold audiences get a lead form; warm audiences never see a walkthrough or demo ask.Reserve the strongest ask for 30-day engagers.
26. Creative fatigueWorkingClick rates held steady month to month (awareness 0.96% to 1.01%).Rotate on performance, not on a calendar.
+Show 35-point check: Delivery and spend  (1 working · 3 tune · 1 change first)
CheckStatusWhat we foundWhat we change
27. Bidding fits the stageTuneManual cost per click everywhere, including cold video and engagement sets.Cost per impression for cold reach; cost per click for conversion sets.
28. CPM spreadTuneCosts per thousand range from $51 to $184; the retargeting set is the most expensive.Expected for small pools; widen pool sources before adding budget.
29. Frequency and penetrationChange first90-day frequency under 3 on every campaign, including retargeting; penetration 1% to 3.8%.Warm in-feed target 15 to 25 per 90 days; shrink cold audiences to what the budget can cover.
30. Budget split by stageTuneCold-heavy with no bottom-of-funnel line (see check 10).Warm-first phasing for the next 90 days.
31. Spend stabilityWorkingCore sets run continuously; tests that did not convert were paused.Keep.
+Show 35-point check: Revenue alignment  (3 tune · 1 not yet read)
CheckStatusWhat we foundWhat we change
32. Pipeline influence visibleTuneQualified leads sync back; influenced pipeline by account is not yet reported.Connect HubSpot deals to account exposure.
33. Cost per qualified lead and opportunityTuneAbout $158 per HubSpot qualified lead (LinkedIn-reported); opportunity cost not visible.Report cost per sales qualified lead and opportunity.
34. Funnel velocityNot yet readNeeds HubSpot stage dates.Pull with the deal export.
35. Ready to scaleTuneSignal and conversion tracking are strong; audience control and funnel structure need to come first.Fix audiences and structure, then scale the proven offers.

Across the 32 checks that could be read, 6 are working, 21 need tuning and 5 change first. Sources: Campaign Manager exports (July 6 to October 3, 2026), the company engagement export, and a recorded walkthrough of account settings.

The foundation is built. Now aim it.

Take targeting back from the algorithm, give warm audiences real layers, and let LinkedIn qualify the traffic Masttro already pays for on search.

AUDIENCE SEGMENTS  ·  SECTION 01

Who the ads reach, by role, company and place

LinkedIn’s demographic breakdown for the North America and Europe campaign group, July 6 to October 3, 2026. The buyers Masttro needs are present and they click at above-average rates. They receive a small share of the delivery.

54%
Of impressions to decision-making functions: Business Development, Finance and Operations
33%
To functions that do not buy, led by Sales and Engineering
2.9%
To COO, CFO and CIO titles combined
18%
Already reaching Latin America, led by Mexico
How to read this

Each segment shows its share of impressions, an estimated spend (share of impressions times the group’s $33.0K), click rate against the 1.51% account average, and conversions where LinkedIn reports them. LinkedIn hides conversion counts for small segments, so most rows show zero; click rate and share carry the read. Segments overlap across dimensions, so estimates are not additive.

Business Development is not sales. It is the function where LinkedIn files founders, owners, chief executives and presidents. Sales and business development representatives sit under Sales. Business Development is read here as the executive decision-maker function.

AUDIENCE SEGMENTS  ·  SECTION 02

Every segment, with a verdict

Invest: core buyer, push more delivery here. Hold: plausible fit, keep and watch. Reduce: absorbing delivery without a buying role. Exclude: outside the target, remove. Watch: small, interesting signal. Click a column to sort.

SegmentImpressionsShareEst. spendClicksClick rateConversionsVerdict

Top 25 segments per dimension as LinkedIn exports them. Industry shares sum past 100% because members can carry more than one industry.

AUDIENCE SEGMENTS  ·  SECTION 03

Reach, frequency and penetration

Who sees the ads is half the read. How completely and how often they see them is the other half.

Ad setStageStatusImpressions (90 days)Avg monthly reachMonthly frequencyAudienceVerdictThe read
Awareness | Lead Generation | Single Image | The Ultimate Guide to AI for Family OfficesColdActive54,7637,0951.9About 130KLOW PENETRATIONLow and wide is right for cold, but 1% to 3.8% penetration means most of the audience never sees the ad. Shrink to what the budget covers.
Lead generation | Family Office Upgrade Playbook - Predictive (200k) + Company ConnectionsColdActive51,2655,4602.3Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.
MOFU | [Asset: AI for FOs - On-Demand Webinar] - Retargeting + Contact Lists (Global - 9.2K) - SKWarmActive46,2127,3721.685K, global lists plus retargetingUNDER-SERVEDWarm layers target 15 to 25 impressions per person over 90 days; this sits under 3. Narrow the pool to pure 90-day retargeting and fund it.
Engagement - Predictive (200k) + Company ConnectionsColdActive45,4725,4682.1Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.
Website conversions | Predictive (200k) + Company Connections | Video | AnthemColdPaused32,4907,6962.1Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.
Lead generation | Addepar Users + Retargeting | North America | Single ImageMixedPaused21,1144,7561.5Competitor users plus retargetingUNDER-SERVEDSplit the retargeting part out so it can reach a warm frequency.
Website conversions | Adeppar Users & look-a-like | North America | Single ImageColdPaused7,5307633.3Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.
Website conversions | Tamarac, Black Diamond, Orion | US, UAE | Single ImageColdPaused5,0141,2344.1Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.
Engagement - Predictive (200k) + Company Connections | Single ImageColdPaused4,1343,4991.2Predictive, about 200KLOW PENETRATIONA broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead.

Frequency is impressions divided by reach, month by month. Audience sizes and the 1% to 3.8% penetration range were read in Campaign Manager during the account walkthrough. Every campaign shows a 90-day frequency under 3.

AUDIENCE SEGMENTS  ·  SECTION 04

What the segments say

OPPORTUNITYDecision makers already get 54% of delivery

Business Development (30%, the function where LinkedIn files founders, owners, chief executives and presidents), Finance (17%) and Operations (8%) lead the function mix. The roles are largely right; the leak is the companies they work at, which is why Technology takes a third of impressions.

CRITICALAbout 33% reaches functions that do not buy

Sales (8.5%), Engineering (4.3%), Education, Customer Success, Marketing and similar functions take roughly $10.8K of the 90 days. These are clean exclusions with no buyer inside them.

CRITICALTechnology companies take 33% of impressions

Technology, Information and Internet is the second largest industry, close behind Capital Markets. Investment Management does not appear in the top 25 industries at all, and Funds and Trusts takes only 2.4%.

OPPORTUNITYThe core buyers click above average and convert

Finance converts (5 recorded) and Director is the only seniority with a meaningful conversion count (11, a 1.9% conversion rate). CFO and CIO titles click at about 1.9% to 2.0% against a 1.51% average, yet COO, CFO and CIO together receive only 2.9% of impressions.

OPPORTUNITYLatin America already takes 18% of delivery

Mexico alone is 10.3%, with Mexico City and Monterrey both in the top metro areas and Miami clicking at 2.1%. The cross-border beachhead has an audience before a single Spanish ad runs.

CRITICALEntry-level members take 11% of impressions

About $3.7K reached entry-level members, more than VP (9.8%) and close to CXO (12.7%). Senior individual contributors are the largest seniority at 25%.

AUDIENCE SEGMENTS  ·  SECTION 05

The best performer in each dimension

Seniority
Director
11 conversions, 1.9% conversion rate. The decision tier that actually converts.
Function
Finance
5 conversions, 1.55% click rate. The finance lead persona is confirmed.
Industry
Financial Services
9 conversions, 1.04% conversion rate. The best converting industry in the account.
Company size
11 to 50 employees
4 conversions, 0.53% conversion rate. Lean offices, as the ideal client profile predicts.
Title
Chief Investment Officer
1.96% click rate. The highest-clicking core title, on 0.9% of impressions.
Metro area
Miami
2.14% click rate. The best-clicking metro, and the hub for Latin American wealth.
AUDIENCE SEGMENTS  ·  SECTION 06

Five buyer groups in the data

Invest

The Finance Decision Maker

Who: CFO, CIO, controller and finance directors

Where they show up: Finance function, Director to CXO

The data: 17% of impressions; the only function with recorded conversions

What to do: Give this persona its own cold campaign with the pricing and private-markets messages, and protect its budget.
Invest

The Operator

Who: COO, head of operations, office manager

Where they show up: Operations function

The data: 7.8% of impressions; COO titles click at 1.5%

What to do: The champion in the targeting worksheet receives under a tenth of delivery. Pair it with the Finance Decision Maker in the Cross-Border Operator segment.
Invest

The Executive Decision Maker

Who: Founder, chief executive, owner, president, managing partner

Where they show up: Business Development function (how LinkedIn files executives), Owner and CXO seniority

The data: Business Development takes 30% of impressions; Founder, CEO and Co-Founder titles alone take about 16% and click above average

What to do: This is where principals, family office heads and MFO founders sit. It is also where startup founders sit, which is why Technology takes a third of impressions. Keep the function; restrict it to family office, wealth and named-account companies.
Reduce

The Non-Buyer

Who: Sales representatives, engineers, marketers, educators, support staff

Where they show up: Sales, Engineering, Marketing, Education, Customer Success and similar functions

The data: About 33% of impressions with no recorded conversions

What to do: The stuck persona. Exclude these functions from every cold campaign; they consume reach without a buying role.
Reduce

The Retail Advisor

Who: Wealth management advisors and financial advisors

Where they show up: Small advisory firms

The data: About 2.2% of impressions

What to do: Advisors to mass-affluent clients share vocabulary with the ideal client but rarely buy family office software. Exclude these titles at firms under 11 staff.
AUDIENCE SEGMENTS  ·  SECTION 07

Six changes, by impact

CUTExclude non-buying functions and entry level

Exclude Sales, Engineering, Marketing, Education, Customer Success and other non-buying functions, plus Entry, Training and Unpaid seniority, on every cold campaign. Never exclude Business Development: it holds the executives.

Why: Non-buying functions took about $10.8K and entry level about $3.7K in 90 days.
CUTKeep technology companies out of cold campaigns

Exclude Technology, Information and Internet and IT Services industries from cold targeting unless a company is on the named account list.

Why: Technology took about 33% of impressions.
SCALEProtect budget for decision makers inside the right companies

Split cold into campaigns by persona: Executive Decision Maker (Business Development, Owner and CXO), Finance Decision Maker and Operator, each with its own budget and each restricted to family office, wealth and named-account companies.

Why: Measurable 90-day goal: the share of impressions reaching family office and wealth companies rises from about a tenth toward half.
SCALEOpen the Latin America campaign

Run the Cross-Border Operator for Mexico and Latin America with Spanish creative, starting with Mexico City, Monterrey and Miami.

Why: Latin America already takes 18% of delivery with English-only ads.
BUILDReach Investment Management and Funds and Trusts directly

Add these industries plus family office skills to the cold recipes; today Investment Management does not appear in the top 25 industries.

Why: This is where single family office staff sit when they list an industry at all.
TESTPrincipals with privacy-first creative

Within the Executive Decision Maker campaign, test the privacy and vault message against the AI message for Owner and CXO seniority.

Why: Principals care most about who can see their data, and that message has not yet had a real audience.

Source: LinkedIn Campaign Manager demographics, ad set and ad exports for the North America and Europe campaign group, July 6 to October 3, 2026. Estimated spend is share of impressions times group spend and is indicative.

ACCOUNT INSIGHTS  ·  SECTION 01

Every account, by the stage it reached

LinkedIn shows the first five stages. HubSpot holds the rest. Masttro staff, competitors and wealth-software vendors are removed.

14,960
Touched
1+ paid impression
2,136
Aware
30+ paid impressions
239
Engaged
3+ paid clicks
14
Highly engaged
10+ paid clicks
234
Lead
1+ form lead
·
MQL
HubSpot stage, needs deal export
·
SQL
HubSpot stage, needs deal export
·
Opportunity
HubSpot stage, needs deal export
·
Closed won
HubSpot stage, needs deal export
AccountsTouched
1+ paid impression
Aware
30+ paid impressions
Engaged
3+ paid clicks
Highly engaged
10+ paid clicks
Lead
1+ form lead
Touched to engaged
All accounts14,9602,136239142341.6%
Family offices and wealth firms710206454256.3%
All target-market types4,1007951128862.7%
Outside the target market10,8601,34112761481.2%

6.3% vs 1.2%

Family offices and wealth firms reach the engaged stage about five times as often as companies outside the market. When the right company sees the ads, it acts.

73% of touched accounts sit outside the market

They take about 61% of paid impressions, roughly $20K of the $33.0K over 90 days.

Deal stages are the second half

Campaign reporting shows 209 HubSpot qualified leads, but only one company carries one at account level. A HubSpot company and deal export closes the gap from lead to closed-won.

From LinkedIn’s company engagement export (capped at 15,000 companies). Company type from names plus a reviewed list of known firms; indicative. Spend estimated from impression share.
ACCOUNT INSIGHTS  ·  SECTION 02

Accounts absorbing impressions that can be cut

Every outside-the-market account grouped by what it is, with a quality read and the exclusion that removes it.

GroupAccountsImpressionsClicksEst. costQuality readWhat we seeThe cut
Other unrelated firms10,700172,983334$18,073Long-tail driftThousands of small firms in unrelated industries, each with light delivery. Individually small, together the largest leak.Industry, function and seniority exclusions
Hong Kong and Asia cluster498,49231$887Impression sinkDozens of Hong Kong organizations received nearly identical delivery (about 375 to 425 impressions each) with almost no clicks: the signature of a broad geographic or list-based audience, not interest.Geography exclusion outside served regions
Data and market vendors195,21477$545Engaged researchersThey click and follow the category (MSCI: 21 clicks and over 1,000 organic engagements) but sell data to wealth firms rather than buy reporting software. Some are partners, none are buyers.Company exclusion list
Big tech334,33251$453Curiosity clicksLarge employee bases with finance or AI interests pick up predictive delivery and click occasionally. No buying role for family office reporting.Company exclusions plus Technology industry exclusion on cold
Self-employed and unnamed422,20926$231UnverifiableProfiles with no real employer. A few click often, but they cannot be qualified as an account.Exclude from account campaigns; keep only if a lead qualifies
Event and media firms1753911$56Industry watchersConference organizers and media follow wealth-technology content to sell sponsorships and coverage.Company exclusions

The 20 largest individual sinks

AccountGroupImpressionsClicksOrganic engagementsEst. costQuality read
1. MSCI Inc.Data and market vendors888211029$109Engaged researchers
2. BloombergData and market vendors7291132$90Engaged researchers
3. SimCorpData and market vendors6344123$78Engaged researchers
4. AmazonBig tech600665$74Curiosity clicks
5. Amazon Web Services (AWS)Big tech574532$71Curiosity clicks
6. MorningstarData and market vendors54917409$68Engaged researchers
7. S&P GlobalData and market vendors5263612$65Engaged researchers
8. MetaBig tech5004139$62Curiosity clicks
9. GoogleBig tech494629$61Curiosity clicks
10. SalesforceBig tech485850$60Curiosity clicks
11. FactSetData and market vendors4273163$53Engaged researchers
12. Kredit HeroHong Kong and Asia cluster42540$52Impression sink
13. Asia Leaders Series®Hong Kong and Asia cluster42540$52Impression sink
14. Tong Eng GroupHong Kong and Asia cluster39840$49Impression sink
15. LSEGData and market vendors3945118$49Engaged researchers
16. Profesional IndependienteSelf-employed and unnamed3921339$48Unverifiable
17. Finova GroupHong Kong and Asia cluster38530$47Impression sink
18. MicrosoftBig tech380084$47Curiosity clicks
19. Hong Kong Visa CentreHong Kong and Asia cluster37700$46Impression sink
20. Clearwater AnalyticsData and market vendors3776256$46Engaged researchers
Why company blocklists alone will not fix it

The top 20 sinks total about $1,227. The leak is spread across 10,860 accounts, most of them small. Function, seniority, industry and geography exclusions remove the long tail; the company list removes the named vendors and competitors.

ACCOUNT INSIGHTS  ·  SECTION 03

The 20 most engaged ideal-client accounts

Family offices, multi-family offices, wealth firms and family networks, reviewed by hand and ranked by engagement score (clicks times 10, impressions divided by 100, 25 per lead).

AccountImpressionsClicksEngagementsVideo viewsLeadsOrganic engagementsSignalsNext step
1. Family Office Exchange
Family office membership network
349827492221Repeat clickerLeadOrganic engagerVideo viewerHigh exposureMulti-touchPartnership conversation: co-hosted content or an event
2. Focus Partners
US wealth partnership serving wealthy families
677101370012Repeat clickerOrganic engagerVideo viewerHigh exposureMulti-touchSales outreach referencing the content they engaged with
3. Taurus Wealth
Asia multi-family office and wealth firm
856912000Repeat clickerHigh exposureAdd to the 30-day conversion layer with the walkthrough offer
4. Smart Wealth Asset Management AG
Swiss wealth manager
1947020Repeat clickerLeadFind the lead in HubSpot and follow up this week
5. Lighthouse Canton
Singapore wealth and family office firm
967812000Repeat clickerHigh exposureAdd to the 30-day conversion layer with the walkthrough offer
6. YPO
Network of company owners and principals
34762562142Repeat clickerLeadOrganic engagerVideo viewerHigh exposureMulti-touchPartnership conversation: co-hosted content or an event
7. Corient
US wealth firm for ultra-high-net-worth families
3258147209Repeat clickerOrganic engagerVideo viewerHigh exposureMulti-touchSales outreach referencing the content they engaged with
8. Nuclo Wealth
Wealth firm (to verify)
2178203708Repeat clickerOrganic engagerVideo viewerMulti-touchSales outreach referencing the content they engaged with
9. Rockefeller Capital Management
Family office and private wealth firm
14351336121Repeat clickerLeadOrganic engagerVideo viewerMulti-touchFind the lead in HubSpot and follow up this week
10. Moneta
US wealth firm
10651720152Repeat clickerLeadOrganic engagerVideo viewerMulti-touchFind the lead in HubSpot and follow up this week
11. Raffles Family Office
Asia multi-family office
67745010Repeat clickerLeadHigh exposureFind the lead in HubSpot and follow up this week
12. Unity Wealth Partners
Wealth firm
4147410Repeat clickerLeadFind the lead in HubSpot and follow up this week
13. Savant Wealth Management
US wealth management firm
14761532079Repeat clickerOrganic engagerVideo viewerMulti-touchSales outreach referencing the content they engaged with
14. Insigneo
Wealth firm serving Latin American families
1753718113Repeat clickerLeadOrganic engagerVideo viewerMulti-touchFind the lead in HubSpot and follow up this week
15. BBR Partners
Wealth firm for entrepreneurial families
14332323140Repeat clickerLeadOrganic engagerVideo viewerMulti-touchFind the lead in HubSpot and follow up this week
16. Wealthspire
US wealth firm
232452703Repeat clickerVideo viewerAdd to the named-account campaign and 90-day trust layer
17. Landmark Family Office Limited
Family office
17644000Repeat clickerAdd to the named-account campaign and 90-day trust layer
18. Mariner
US wealth firm
16941135020Repeat clickerOrganic engagerVideo viewerMulti-touchSales outreach referencing the content they engaged with
19. Tsao Family Office Pte. Ltd.
Singapore family office
14844003Repeat clickerAdd to the named-account campaign and 90-day trust layer
20. Grupo DEACERO
Mexican family-owned industrial group (verify family office)
1024917030Repeat clickerOrganic engagerVideo viewerMulti-touchSales outreach referencing the content they engaged with
The anonymous family office

Members whose employer reads only “Family Office,” “Single Family Office” or “Private Family Office” produced 73 clicks, 8 leads and 423 organic engagements on 5,817 impressions. Together they would rank first. They can only be named through lead-level data or website identification.

ACCOUNT INSIGHTS  ·  SECTION 04

The organic side, and the warmest groups

Organic activity is engagement with Masttro’s own company page and posts. It reaches people ads often miss, and it is the strongest sign of genuine interest because nobody paid for it.

Top 20 target-market accounts engaging organically

AccountTypeOrganic impressionsOrganic engagementsPaid impressionsPaid clicks
Anonymous family office profilesFamily office staff (unnamed)3984235,81773
JPMorganChasePrivate bank and custodian5204805589
Family Office ExchangeFamily office network2042213498
BOK FinancialBank with private wealth arm216199380
UBSPrivate bank2011977036
CitiPrivate bank1841815858
Goldman SachsPrivate bank1741721,06510
RSM US LLPAdvisory firm with family office practice1931643499
PwCAdvisory firm1461514160
HSBCPrivate bank1131404903
BBVA en MéxicoBank (Mexico)921113456
BDO ItaliaAdvisory firm679480
Morgan StanleyPrivate wealth968762411
Savant Wealth ManagementWealth firm70791476
EYAdvisory firm83781,01912
Northern TrustCustodian with family office services89781270
IP Private Wealth™Wealth firm6468950
PwC CanadaAdvisory firm65661690
DeloitteAdvisory firm98657054
Bank of America Private BankPrivate bank9560470

Warmest: engaging on both sides

Target accounts that clicked ads and engage organically, with no lead yet. The best list for sales outreach and the 30-day conversion layer.

  • EY (Advisory firm): 12 paid clicks and 78 organic engagements, no lead yet
  • Morgan Stanley (Private wealth): 11 paid clicks and 87 organic engagements, no lead yet
  • Focus Partners (US wealth partnership serving wealthy families): 10 paid clicks and 12 organic engagements, no lead yet
  • JPMorganChase (Private bank and custodian): 9 paid clicks and 480 organic engagements, no lead yet
  • RSM US LLP (Advisory firm with family office practice): 9 paid clicks and 164 organic engagements, no lead yet
  • Citi (Private bank): 8 paid clicks and 181 organic engagements, no lead yet
  • Corient (US wealth firm for ultra-high-net-worth families): 8 paid clicks and 9 organic engagements, no lead yet
  • Nuclo Wealth (Wealth firm (to verify)): 8 paid clicks and 8 organic engagements, no lead yet
  • UBS (Private bank): 6 paid clicks and 197 organic engagements, no lead yet
  • BBVA en México (Bank (Mexico)): 6 paid clicks and 111 organic engagements, no lead yet
  • Savant Wealth Management (Wealth firm): 6 paid clicks and 79 organic engagements, no lead yet
  • Deloitte (Advisory firm): 4 paid clicks and 65 organic engagements, no lead yet

Hidden: warm organically, almost untouched by ads

Accounts that engage with Masttro’s page and posts but have seen fewer than 60 paid impressions. They belong on the named-account list.

  • BOK Financial (Bank with private wealth arm): 199 organic engagements, 38 paid impressions
  • BDO Italia (Advisory firm): 94 organic engagements, 8 paid impressions
  • Bank of America Private Bank (Private bank): 60 organic engagements, 47 paid impressions
  • Institute for Private Investors (Family investor network): 57 organic engagements, 21 paid impressions
  • BDO USA (Advisory firm): 44 organic engagements, 53 paid impressions
  • Titan Wealth (Wealth firm (UK)): 41 organic engagements, 17 paid impressions
  • Private Multi Family Office (Multi-family office (unnamed)): 37 organic engagements, 7 paid impressions
  • Summit Rock Advisors (Investment office for families): 33 organic engagements, 58 paid impressions
The private banks are watching

JPMorgan, UBS, Citi, Goldman Sachs, HSBC and Morgan Stanley are among the heaviest organic engagers. They are custodians Masttro connects to and the institutions segment in the targeting worksheet: a partnership and institutional sales signal, not a cold-ad audience.

ACCOUNT INSIGHTS  ·  SECTION 05

Six more things the accounts say

Engagement is concentrated

The top 150 accounts (1% of those touched) produce 75% of all paid clicks. Account-based campaigns built on that 1% will out-learn broad reach.

Video has built an audience nobody is using

40,604 paid video views across accounts, 13,582 of them from target-market companies. A video viewer retargeting pool turns them into the 90-day trust layer.

LinkedIn’s engagement level misreads paid interest

Taurus Wealth and Lighthouse Canton clicked 8 to 9 times yet are rated Very Low, because LinkedIn’s level weights organic activity. Rank accounts on clicks, leads and organic engagement together, as this report does.

Networks reach many families at once

Family Office Exchange, YPO and the Institute for Private Investors engage on paid and organic. Co-hosted content reaches their members more cheaply than paying for them one by one.

Competitors study Masttro closely

Addepar staff alone clicked 65 times. Exclude competitors, and expect them to see any message that runs publicly.

Hong Kong delivery looks like a list, not interest

Dozens of Hong Kong organizations received near-identical impressions with almost no clicks. Check which campaign or audience produced it before renewing.

ACCOUNT INSIGHTS  ·  SECTION 06

What to do next

CUTExclude vendors, competitors and the Hong Kong cluster

Company exclusions for data vendors, big tech, competitors and wealth-software vendors; a geography exclusion outside served regions.

Why: Together these groups took about $1,885 of the 90 days plus competitor impressions.
BUILDOne named-account campaign from this report

Upload the 20 engaged ideal-client accounts, the warmest group, the hidden group and every family office or wealth firm with 30+ impressions as a Company List.

Why: 206 family office and wealth firms are already aware; they should not be competing with 15,000 accounts for budget.
SCALEHand the warmest accounts to sales weekly

Send the ten warmest accounts each week, with the content they engaged with and a suggested opener.

Why: Paid clicks plus organic engagement is the clearest interest signal in the data.
TESTPartner with the family office networks

Run one co-hosted session with Family Office Exchange or a similar network and measure member engagement against paid reach.

Why: Their members already engage on both sides.
BUILDConnect HubSpot deal stages

Export HubSpot companies and deals, match them to these accounts, and add MQL, SQL, opportunity and closed-won to the stage view.

Why: Turns exposure into influence, and surfaces hidden pipeline: engaged accounts with no deal.

Source: LinkedIn company engagement export for the Masttro ad account (downloaded October 3, 2026) and campaign exports for July 6 to October 3, 2026. Company type is indicative. HubSpot deal stages not yet included.

INTELLIGENCE ROOM  ·  MASTTRO  ·  OCTOBER 2026

Every family’s wealth, one private view. Now in front of the right offices.

Masttro already runs one of the most complete marketing engines in its category. This room shows who its best buyers are, where it wins against ten competitors, and how LinkedIn becomes the layer that ties that engine together.

10 competitors analysed3 hero segments35-point LinkedIn account review
STRATEGY IN A NUTSHELL

The whole plan on one page

01  Who they are

The original family office technology company

Built inside a multigenerational family office in 2010, now serving offices in 40+ countries.

400+ family offices40+ countries700+ direct custodian feeds
02  What they offer

One private platform for complex wealth

Every asset, entity and currency consolidated, with reporting, AI and family portals on top.

Data aggregationAlternatives AIGlobal Wealth MapDemo center
03  Who they work best with

Families whose wealth crosses borders

Single and multi-family offices with several banks, several entities and several countries.

The Cross-Border OperatorThe Asset-Fee SwitcherThe Advisor Multiplier
04  How we position them
“One private view of a family’s entire wealth, across every bank, entity, currency and country, kept in a Swiss vault nobody else can open, and priced on the work, not on the wealth.”

No competitor can say all four parts at once.

See the white space →

05  Channels, in priority order

1
Connect
LinkedIn
Qualify every visitor by firm and role; reach named offices before they search.
Month 1
2
Create
Thought Leader Ads
Put the co-founders’ voice and the best content in front of the right offices.
Month 1
3
Capture
Google
Already running. Add the qualified account list and a Spanish-language group.
Running
4
Extend
Programmatic
Already live. Feed it the accounts LinkedIn qualifies and the segments that fill up first.
Month 2 to 3
5
Activate
Outreach
Hand sales the named offices in motion each week, with the reason and an opener.
Month 2 to 3

06  How it works as one engine

CreateContent and co-founder voice build familiarity
→
ConnectLinkedIn qualifies by firm and role
→
CaptureGoogle catches the search that follows
→
ExtendProgrammatic adds frequency on named offices
→
ActivateSales gets the accounts in motion
Everyone who engages goes back into a warm audience that costs less to reach next time.
LinkedIn makes Google cheaper
The right offices start searching for Masttro by name, and brand clicks cost far less than category clicks.
Google makes LinkedIn cheaper
Visits Masttro already paid for become a warm audience, filtered to the offices that matter.
LinkedIn makes programmatic useful
Frequency is spent only on accounts already qualified by firm and role.
OVERVIEW  ·  PROOF

What Masttro already has

400+
Family offices on the platform
10K+
Users
700+
Direct custodian feeds
3
Regions: New York, Zurich, Monterrey
From the LinkedIn account review

The account already reports HubSpot qualified leads back to LinkedIn and has two offers converting at $46 to $56 per lead. The lift comes from focus: a clean warm layer, a conversion layer, and cold spend pointed at family offices instead of wide predictive reach. See the review →

OVERVIEW  ·  THE MOVES

Four moves, in order

OVERVIEW  ·  THE STACK

Running today, and what we add

Running today

  • A content engine: insights several times a week, webinars, ebooks, comparison pages, a demo center
  • Google Search and display, with landing pages for Addepar and Aleta comparisons
  • Programmatic retargeting, website identification, visitor-triggered outreach
  • HubSpot as the system of record
  • A LinkedIn Insight Tag collecting site visitors
→

What we add

  • LinkedIn as the qualifying hub: warm retargeting filtered to the right offices
  • Named family office accounts reached by role
  • The cross-border beachhead, in English and Spanish
  • Co-founder Thought Leader Ads
  • One account view across every channel, tied to HubSpot pipeline
WHITE SPACE  ·  SECTION 01

What everyone says, and what nobody does

We read ten competitors from their own sites, third-party reviews, comparison guides and the Google Ads Transparency Center, then lined up what each one says against what Masttro already does. Two findings stand out. Almost every platform now tells the same AI story, and the field splits into two camps that leave one kind of family underserved: the family whose wealth crosses borders and needs both a principal-grade view and institutional-grade data.

10
Competitors analysed
9 of 10
Lead with AI
~300
Eton Google ads, last 30 days
40+
Countries Masttro serves

Ten platforms, one story

Nearly every headline claim in this category is shared by most of the field. When ten vendors all promise one source of truth, AI and bank-grade security, a buyer cannot tell them apart from the homepage, so the decision falls back to brand size, a referral, or whoever ranks first in a comparison list.

AI-powered, AI-ready, agent-readyEVERYONEOne source of truth / total view of wealthEVERYONEPrivate markets and capital call automationMOSTBuilt for complex entities and ownershipMOSTBuilt by or for family officesMANYBank-grade security, private cloud, ISO 27001MANYBuilt for the principal and the next generationMANYOpen API, MCP, bring your own AIRISING
Bar length shows how many of the eleven platforms (ten competitors plus Masttro) make the claim in their own primary messaging. Read from public sites and reviews, October 2026.
+Show who says each claim, in full
Shared claimWho says itWhy it no longer separates anyone
AI-powered, AI-ready, agent-readyAll ten, plus MasttroEveryone says it, so it no longer separates anyone. Buyers ask what the AI actually does.
One source of truth / total view of wealthAddepar, Aleta, Asora, FundCount, Landytech, Altoo, Copia, d1g1t, MasttroThis is the category definition, not a reason to choose.
Private markets and capital call automationAddepar, Aleta, Copia, FundCount, Altoo, Eton, MasttroFast becoming expected. The proof is in accuracy, which nobody shows.
Built for complex entities and ownershipAddepar, Asora, FundCount, Landytech, Copia, Eton, MasttroEvery serious platform claims it. Entity maps look alike.
Built by or for family officesEton, Aleta, Asora, MasttroOrigin stories now overlap. Eton and Masttro both say a family office built them.
Bank-grade security, private cloud, ISO 27001Asora, Landytech, Altoo, FundCount, MasttroA hygiene claim. Buyers assume it and check it in diligence.
Built for the principal and the next generationAleta, Altoo, Copia, Eton, MasttroWarm language that every principal-facing vendor uses.
Open API, MCP, bring your own AIAleta, Landytech, d1g1t, AddeparRising fast, and used to frame Masttro as closed.

The market has two camps, and a gap between them

Plot the field on two questions: who the platform is built for first, the finance team or the principal, and whether it is built for one region or for wealth that crosses many banks and borders. Two camps form. Ledger and back-office platforms serve the finance team. Principal-first apps serve the family. Very few serve the family whose money sits in several countries, in several currencies, with several banks, and who needs both.

Built for the finance teamBuilt for the principalOne home marketWealth across bordersTHE OPEN LANECross-border families who need both viewsEtonFundCountLandytechd1g1tEtopsAddeparAletaAsoraAltooCopiaMasttroLedger and back-office platformsPrincipal-first apps
Positions are indicative, read from each vendor's own messaging, client lists and office footprint. They describe emphasis, not capability.
WHITE SPACE  ·  SECTION 02

Four lanes Masttro can own

Each lane stands on something Masttro already does today, maps to a buyer we can reach, and is said by nobody else in the set, or by nobody with Masttro's proof behind it.

LANE 01Built for families whose wealth crosses bordersOpportunity: High
Who it speaks to: Chief operating officer or CFO of a single family office with banks and entities in more than one country; heads of multi-family offices serving international families

Most competitors are anchored in one home market: the principal apps in Switzerland, Germany and the Nordics, the advisor and accounting platforms in North America. Addepar and Eton reach globally but are built for the largest firms. Nobody leads with the family that banks in New York, Zurich and Monterrey at once, reports in three currencies, and has relatives in four countries.

Why it matters: Cross-border families are where spreadsheets break first, where custodian coverage matters most, and where a US-only or Europe-only tool shows its limits. It is also a smaller, sharper audience than all family offices.
Evidence: Offices in New York, Zurich and Monterrey; clients in 40+ countries; 700+ direct custodian feeds worldwide; site in six languages including Arabic and Spanish; an offshore single family office case study consolidating 130+ funds (site, case study).
Hook: “Your wealth lives in five countries. Your reporting should not need five systems.”
LANE 02Your platform bill should not grow when your wealth doesOpportunity: High
Who it speaks to: Founders and operations leads at multi-family offices and wealth managers, especially those on an asset-based platform today

The category leader mostly prices on assets, so the bill rises every time the family does well. Aleta and Asora also price flat, but they pitch it to smaller offices. Nobody owns the story for a large, complex office that wants out of asset-based pricing without stepping down in capability.

Why it matters: This is the one reason customers repeat back unprompted, and it is a money conversation that a CFO can take to the principal. It turns a software choice into a clear cost decision.
Evidence: Pricing page: pricing that does not scale with assets. Stonebridge Family Office says they chose Masttro after being priced out by alternatives that would have cost at least double. A live /switch page and Addepar comparison pages already exist (site, case study).
Hook: “You did not hire a platform to take a cut of your growth.”
LANE 03Your data stays in a vault nobody else can open, and the AI comes to itOpportunity: Medium-high
Who it speaks to: Chief investment officers, heads of risk and technology at family offices and private banks; principals who worry about privacy

The new wave of competitors sells openness: point your own AI agents at your data through an API. That is a real need for some offices, and it is also a real worry for families who never want their balance sheet leaving a controlled environment. Nobody is speaking to that second family.

Why it matters: For many principals, privacy is the first question, not the fifth. A platform where even the vendor's own staff cannot see the data, hosted in Switzerland, with AI built inside, answers the AI question without asking the family to accept a new risk.
Evidence: Private Azure instance in Switzerland, client-controlled encryption keys, no third-party data intermediaries, staff cannot access client data, ISO/IEC 27001:2022 certified, Masttro Intelligence runs inside the platform (site).
Hook: “Use AI on your family's wealth without your data ever leaving the vault.”
LANE 04Built for the advisors around the family, not just the officeOpportunity: Medium
Who it speaks to: Partners at trust companies, private banks, and tax, accounting and law firms that administer family wealth

Every competitor markets to the family office itself. Very few speak to the trust companies, accountants and lawyers who sit around many families at once and often pick the tools those families end up using.

Why it matters: One firm that adopts Masttro brings many families with it. These advisors are easy to find by role and firm, and the message is practical: serve more families without adding staff.
Evidence: A dedicated professional services offering with sub-ledger exports, a regulatory compliance module and branded portals; the demo form routes trust companies and tax, accounting and legal firms as distinct buyers (site).
Hook: “Run family office administration for twenty families with the team you have for five.”
WHITE SPACE  ·  SECTION 03

The position only Masttro can hold

Recommended direction
“One private view of a family's entire wealth, across every bank, entity, currency and country, kept in a Swiss vault nobody else can open, and priced on the work, not on the wealth.”

No competitor can say all four parts of this at once. Addepar cannot say the pricing part, Aleta cannot say the vault part, the regional players cannot say the cross-border part, and the ledger platforms cannot say the principal part.

Lead with less of

  • Leading with AI as the headline. Keep it as proof inside the story; on its own it sounds like everyone else.
  • Leading with the origin story alone. Eton tells the same one. Pair it with the cross-border footprint it produced.
  • Broad 'global leader' claims. Specific proof (countries, feeds, a named family's result) lands harder with this buyer.

Proof only Masttro has

  • Three regions, one team: New York, Zurich and Monterrey, with clients in 40+ countries.
  • Pricing that does not rise with the family's assets, with a customer who says so.
  • A private Swiss instance per client where even Masttro staff cannot see the data.
  • 700+ direct custodian connections with no third-party intermediary in the middle.
  • A dedicated offering for the trust, tax and legal firms that serve many families.
WHITE SPACE  ·  SECTION 04

Problems Masttro solves best

The buyer’s problemLaneHow Masttro answers it
Reporting across banks in several countries takes weeks of manual workLane 01Direct feeds across 700+ custodians and multicurrency reporting in one place.
The platform bill climbs every time the portfolio growsLane 02Pricing based on the scope of the office, not the size of the assets.
The family wants AI answers but will not let data leave a controlled environmentLane 03AI built inside a private Swiss instance, with client-held encryption keys.
An advisory firm cannot take on more families without hiringLane 04Branded portals, sub-ledger exports and compliance tools for firms serving many families.

Who to reach first

SegmentRolesWhyPriority
Single family offices with cross-border wealthCOO, CFO, CIOHighest fit with Lane 01 and 03; hard to target by firm name, easy by role and signalPriority 1
Multi-family offices and wealth firms on asset-based platformsFounder, head of operations, head of reportingLane 02; reachable by firm and role; clear switching triggerPriority 1
Trust companies and tax, accounting and law firms serving familiesPartner, head of family office servicesLane 04; one win brings many familiesPriority 2
Private banks and institutionsHead of wealth technology, digital, operationsLongest cycle, largest contracts; Lane 03 and 01Priority 3

The full audience build, with LinkedIn filters, sizes and signals, follows in the Targeting view.

WHITE SPACE  ·  SECTION 05

Hooks by buying stage

StageHookLaneBest format
Unaware“Your wealth lives in five countries. Your reporting should not need five systems.”01Thought Leader post from a co-founder; short video
Unaware“Every time your portfolio grows, does your software bill grow with it?”02Single image, cost comparison
Unaware“Would you let an AI read your family's balance sheet? Here is how to say yes safely.”03Carousel or document ad
Aware“What it really costs to move off an asset-priced platform, line by line.”02Guide or calculator, lead gen form
Aware“How one offshore family office brought 130+ funds into one view.”01Case study ad
Aware“Serve twenty families with the team you have for five.”04Thought Leader post; partner webinar
Engaged“See your own entity map across every country, in a 20-minute walkthrough.”01Retargeting to demo center visitors
Engaged“A private Swiss instance where even we cannot see your data. Ask us to prove it.”03Retargeting to security and pricing page visitors
Engaged“Bring your current platform invoice. We will show you the difference.”02Conquest retargeting, switch page
WHITE SPACE  ·  SECTION 06

The ten competitors, in full

Each profile is read from the competitor’s own site, third-party guides and press. Paid search counts are from the Google Ads Transparency Center.

PlatformBuilt first forPricing signalPrivacy and hosting claimCustodian / data reachGoogle ads, 30 days
MasttroFamily offices, MFOs, wealth firms, banks, advisorsNot based on assetsPrivate Swiss cloud, staff cannot see data, client-held keys700+ direct feeds, 40+ countries57
AddeparWealth firms and banksAsset-basedEnterprise securityVery broad, 60+ markets48
AletaPrincipals and SFOsFlat rateStandard; open API focusGlobal custodians12
EtonLargest family officesEnterpriseEnterpriseBroad, 15 countries~300
AsoraSmall and mid family officesFlat rateISO 27001, private cloudAll banks with a feed6
FundCountAccountants and fund adminsPublished tiersSOC audited25 countries7
LandytechFamily offices and wealth firmsNot publishedAES-256, Azure500+ custodians, 10K open banking22
AltooWealth ownersNot publishedSwiss developed and hostedNot published0
CopiaAlternatives-heavy familiesNot publishedPrivate, permissionedNot published0
d1g1tAdvisors and MFOsNot publishedEnterpriseNot published7
EtopsEuropean institutionsNot publishedEnterpriseNot published25

Google ad counts from the Google Ads Transparency Center, all regions, last 30 days, read October 3, 2026. Pricing signals from vendor sites and third-party guides; unknown where not published.

Addepar

The category leader
PositioningA global data and AI platform for the whole wealth industry: banks, family offices, fund managers, allocators.
Built forLarge wealth firms, banks and multi-family offices; family offices as one of several segments.
Proof1,400+ clients, 60+ countries, more than $9T on platform (site). Named family office and Latin America case studies.
Pricing signalAsset-based pricing, per third-party comparisons.
Paid search, 30 days48 Google ads, including video.
What keeps clientsDeep integration into firm-wide data and workflows.
Where it is exposedCost rises with assets; often described as heavy for lean single family offices (third-party guides).
Strategic readThe reference point every competitor positions against. Masttro already runs Addepar comparison pages; Lane 02 sharpens that.

Aleta

The most direct challenger
PositioningFamily office software built principal-first, with an open API, MCP and Data Cube for your own AI.
Built forSingle family offices, principals, investment teams, MFOs (white label) and RIAs.
Proof$100Bn+ on platform, 15 years of reporting expertise, award claims (site).
Pricing signalFlat rate, from around $1,000 a month per third-party guides.
Paid search, 30 days12 Google ads. Leans on content instead.
What keeps clientsOpen data layer that other tools come to depend on.
Where it is exposedSmaller footprint outside Europe; openness is a worry for privacy-first families.
Strategic readPublishes a dedicated Masttro alternatives page and ranks Masttro low in its own guides. Lane 03 answers its 'closed' framing directly.

Eton Solutions (AtlasFive)

The heavyweight back office
PositioningA family office ERP: 270+ workflows covering general ledger, bill pay, tax, trust accounting, plus outsourced services.
Built forThe largest single and multi-family offices; RIAs, business managers, PE.
Proof$1.3T+ administered, 800+ families, about 15 countries, $58M Series C in 2025 (press).
Pricing signalNot published; enterprise.
Paid search, 30 daysAbout 300 Google ads, the heaviest in the set.
What keeps clientsIt runs the whole back office, often with Eton staff doing the work.
Where it is exposedA big operational commitment for offices that mainly want clear reporting.
Strategic readAlso claims a family office origin, so origin alone does not separate Masttro. Outspends everyone on search.

Asora

The fast, simple entry point
PositioningGraduate from spreadsheets to modern family office software, live in weeks.
Built forSmall and mid-size family offices and UHNW individuals.
Proof15+ countries, ISO 27001, a family office live in under four weeks (site).
Pricing signalFrom around $900 a month per third-party guides.
Paid search, 30 days6 Google ads.
What keeps clientsLow cost and quick setup.
Where it is exposedThird parties describe it as light for complex portfolios.
Strategic readCompetes for offices leaving spreadsheets. Publishes Masttro comparison content.

FundCount

Accounting first
PositioningOne real-time general ledger for accounting, investments and reporting.
Built forFamily offices, fund administrators, hedge funds, PE and asset managers.
Proof$100B+ on platform, 25 countries, 27+ years, SOC audited (site).
Pricing signalPublished pricing page; specifics vary.
Paid search, 30 days7 Google ads.
What keeps clientsOnce the books live there, moving is painful.
Where it is exposedBuilt for accountants first; the principal experience is secondary.
Strategic readWins when the controller leads the buying decision.

Landytech (Sesame)

The data infrastructure play
PositioningAn AI-era system of record holding investment, corporate and accounting records in one place, plus a data API.
Built forFamily offices, wealth managers, and firms that want clean data inside their own portals.
Proof$250bn+ under reporting, 500+ custodians, 10,000+ open banking feeds, 20+ countries (site).
Pricing signalNot published.
Paid search, 30 days22 Google ads.
What keeps clientsData feeds wired into the client's own tools.
Where it is exposedYounger brand among principals.
Strategic readClosest to Masttro on custodian breadth. Its open-API stance strengthens Lane 03 as a counter-position.

Altoo

The Swiss wealth owner app
PositioningA digital home for your wealth, 100% Swiss developed and hosted, designed for the owner.
Built forWealthy individuals and families, mainly in Switzerland and neighbouring markets (inferred from site).
ProofProduct claims only on the homepage; scale not published.
Pricing signalNot published.
Paid search, 30 daysNo Google ads.
What keeps clientsA simple owner-facing experience.
Where it is exposedRegional focus; little institutional depth shown.
Strategic readShares the Swiss hosting claim, so Lane 03 has to lead with the full privacy story, not Switzerland alone.

Copia Wealth Studios

Alternatives intelligence
PositioningPut your Assets Under Intelligence: AI document ingestion, entity maps and capital call forecasting.
Built forFamilies, single and multi-family offices, RIAs and institutions with heavy alternatives.
ProofProduct claims; scale not published.
Pricing signalNot published.
Paid search, 30 daysNo Google ads.
What keeps clientsIts document history for private investments.
Where it is exposedLess visible outside the US alternatives niche.
Strategic readOverlaps with Masttro's Alternatives AI and Cash Projection Hub. Accuracy proof will decide it.

d1g1t

The advisor enterprise platform
PositioningAn enterprise wealth platform covering reporting, billing, trading, rebalancing and the client portal.
Built forMulti-family offices, RIAs, broker-dealers and bank advisor networks.
ProofSelected by RBC Wealth Management (site).
Pricing signalNot published.
Paid search, 30 days7 Google ads.
What keeps clientsIt runs the advisory business end to end.
Where it is exposedBuilt for advisors managing many clients, not a single family's own office.
Strategic readMeets Masttro in the RIA and institution segments, rarely in single family offices.

Etops

The European modular suite
PositioningModular software for asset managers, wealth managers, advisors, family offices, banks and insurers.
Built forEuropean institutions first, with family offices as one segment.
Proof2,000+ clients, 300+ staff, €500bn assets (site); expanding in Germany.
Pricing signalNot published.
Paid search, 30 days25 Google ads.
What keeps clientsBreadth of modules inside one bank or manager.
Where it is exposedFamily offices are a small part of its story.
Strategic readA competitor in European bank and institution deals more than in single family offices.
WHITE SPACE  ·  SECTION 07

What this means

  • The AI story is now universal. It belongs inside Masttro's proof, not in its headline.
  • The field splits into ledger platforms for the finance team and simple apps for the principal. The cross-border family that needs both is underserved, and Masttro is built for it.
  • Pricing that does not grow with the family's wealth is Masttro's most repeated customer reason, and only small-office players share it.
  • As competitors push open data and bring-your-own AI, a private vault with AI inside is a clear counter-position for privacy-first families.
  • The advisors around the family are a buyer almost nobody markets to, and one firm brings many families.
  • Eton outspends the field on Google search by a wide margin, and Aleta competes through comparison content. Reaching these buyers by role and firm, before they search, is the open channel question.

Built from public sources: vendor websites, third-party comparison guides, press, and the Google Ads Transparency Center, read October 3, 2026. No account access. Positions and ratings are our judgement and marked as such.

TARGETING  ·  SECTION 01

Masttro at a glance

What they sell
Software that pulls every bank account, investment, company, trust and property a wealthy family owns into one private, always-current picture, so the people who run the family's money stop rebuilding it in spreadsheets.
Who buys it
The office that manages a wealthy family's money (a single or multi-family office, or the firm advising it); the head of operations or finance usually leads, and the family signs off.
Why they win
It is built for families whose wealth crosses banks, entities and borders, keeps the data in a private Swiss vault, and does not charge more as the family's wealth grows.
The ideal client
Single and multi-family offices with wealth spread across three or more banks and at least two countries, a meaningful share in private investments, and a small team where the COO or CFO owns the reporting problem.
Not a fit
Advisors serving mass-affluent clients, single-bank portfolios, and offices that mainly want to outsource their bookkeeping.
~8,030
Single family offices worldwide (Deloitte, third-party estimate)
400+
Family offices already on Masttro
12 to 14 wks
Typical onboarding (site)
Observe in CM
Primary persona size, now that account access exists
VERSION 1.0 · 2026-10-03
INPUTS: Company recon (site, press, PitchBook); Channel ecosystem recon (rendered tag capture, Google Ads Transparency); Competitive white space (10 competitors); Deloitte Family Office Insights 2024; LinkedIn account review (in progress)
NOTE: Version 1.0. LinkedIn audience sizes to be observed in Campaign Manager now that account access exists; LinkedIn audit findings fold in at v1.1.
TARGETING  ·  SECTION 02

Three hero segments, one to launch first

Named plays built from the personas and layers below. The starred one launches now with nothing but LinkedIn; the others add a signal or a list as the program expands.

LinkedIn native, launch now · Lane 01★ LAUNCH FIRST
The Cross-Border Operator
The person running a family's money across two continents, still rebuilding it in spreadsheets.
Persona: The Operator + The Finance Lead  ·  Layers: Member Skills, Years of Experience
Build recipeObserve in Campaign Manager; target ~50K to 150K, split US and Latin America campaigns
Job Functions
OperationsFinanceBusiness Development
Job Seniorities
CXOVPDirectorOwner
Member Skills
Family OfficeWealth ManagementAlternative Investments
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
Company Size
1-1011-5051-200
Location
United StatesMexicoSwitzerlandBrazilColombiaChile
Why chase it: Maps straight to the one lane nobody else speaks to, and Spanish creative for the Latin America split costs almost nothing to produce.
LinkedIn + technographic signal, expansion · Lane 02
The Asset-Fee Switcher
A multi-family office paying more every year because its clients did well.
Persona: The MFO Builder + The Finance Lead  ·  Layers: Member Skills, Company Growth Rate
Build recipeEstimate after list build
Matched Audiences
Company List: MFOs and wealth firms using an asset-priced platform (job posts and team profiles naming the platform, built in Clay)
Member Skills
Addepar (on staff profiles, to verify as a selectable skill)
Job Seniorities
OwnerPartnerCXOVPDirector
Job Functions
OperationsFinance
Why chase it: A clear money trigger the CFO can take to the partners, and Masttro already has the /switch and Addepar comparison pages to land it.
LinkedIn native, launch now · Lane 04
The Advisor Multiplier
One trust or tax partner who decides which tool twenty families end up using.
Persona: The Outside Advisor  ·  Layers: Member Skills, Member Groups
Build recipeObserve in Campaign Manager
Industries
AccountingLaw PracticeLegal ServicesFunds and Trusts
Job Seniorities
PartnerOwnerDirector
Member Skills
Estate PlanningTrustsFamily Office
Location
United StatesSwitzerlandUnited KingdomMexico
Why chase it: Almost no competitor markets to this buyer, and one win brings many families.
TARGETING  ·  SECTION 03

The market, narrowed four times

Each band is a subset of the one above it. LinkedIn logic throughout: facets combine with AND, values inside a facet combine with OR.

Total market
Every firm that manages or advises on ultra-high-net-worth wealth: family offices, wealth managers, private banks, trust and professional firms
Tens of thousands of firms; ~8,030 SFOs alone
Serviceable market
Firms in Masttro's served regions and languages, with multi-custodian complexity and budget above the entry point
Thousands of firms
Ideal client
SFOs and MFOs with cross-border, multi-entity wealth and a lean team
Low thousands of named offices
Beachhead
Families whose wealth spans the US and Latin America, run from New York, Miami, Mexico City or Monterrey
Hundreds of offices

Total addressable market

Any organization that has to consolidate and report on complex private wealth: single and multi-family offices, wealth managers and RIAs serving high-net-worth clients, private banks, trust companies, and the tax, legal and accounting firms that administer family wealth.

8,030
Single family offices worldwide, up 31% since 2019 (Deloitte 2024)
10,720
Projected single family offices by 2030 (Deloitte)
US$3.1T
Family office assets under management (Deloitte)
190 + 290
SFOs in South America and the Middle East: small, underserved, and Masttro's language edge (Deloitte)

Third-party estimates; counts vary widely by definition (industry ranges run from 3,500 to 20,000 when multi-family and hybrid offices are included). Directional, not precise.

LinkedIn translationVery broad; estimate after build · to observe
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital MarketsBankingAccountingLaw PracticeLegal Services
Location
United StatesMexicoSwitzerlandUnited KingdomBrazilColombiaChileGermanyItalySpainUnited Arab EmiratesSaudi Arabia
Company Size
All bands
What it misses: Family offices that have no LinkedIn page or whose staff list a holding company, so they sit under real estate, manufacturing or other operating-company industries.
Use it for: Sizing and a suppression reference only. Never a launch audience.
TARGETING  ·  SECTION 04

Serviceable market

Geography and languageUS, Mexico and Latin America, Switzerland and Europe, the Gulf; site and support in English, Spanish, German, Italian, French and Arabic
Removes Asia-Pacific for now despite its growth
ComplexityThree or more custodians, multiple entities or jurisdictions
Removes single-bank portfolios that a bank portal already serves
Entry pricePricing not published; third-party guides put flat-fee entry near $1,000 a month
Removes very small offices and individual investors
Implementation12 to 14 week onboarding with project support
Fits offices replacing spreadsheets or a legacy platform, not same-week buyers
Hosting and privacyPrivate instance in Switzerland per client
A plus for privacy-first families; institutions with in-house cloud rules need a longer review

Masttro serves 400+ family offices against roughly 8,030 single family offices globally, before counting multi-family offices and wealth firms. The constraints describe where to aim, not a ceiling.

LinkedIn translationEstimate after build · to observe
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
Location
United StatesMexicoSwitzerlandUnited KingdomBrazilColombiaChileGermanyItalySpainUnited Arab EmiratesSaudi Arabia
Company Size
1-1011-5051-200201-500
Job Seniorities
OwnerPartnerCXOVPDirector
What it misses: Custodian count, cross-border holdings and private-market share. LinkedIn cannot see any of these. They are reached by message, by third-party family office lists, and by search intent.
Use it for: Base recipe that every cold segment narrows from.
TARGETING  ·  SECTION 05

The ideal client profile

CriterionIdealAcceptableDisqualifier
Type of officeSingle family office or multi-family officeWealth manager or RIA serving UHNW familiesMass-affluent advisors, robo platforms
Wealth complexity3+ custodians, entities in 2+ countries2 custodians, multiple entities in one countrySingle custodian, simple public portfolio
Private investments20%+ in private equity, venture, real estate or creditSome alternatives, growingNone
Team3 to 25 people; a COO or CFO owns reportingOutsourced office with one internal leadNo staff, principal self-manages in an app
GeographyUS with Latin American ties; Switzerland; MexicoUK, wider Europe, GulfMarkets without language or support coverage
Current setupSpreadsheets plus bank portals, or an asset-priced platformA legacy accounting system doing reportingRecently signed multi-year contract elsewhere
TriggersNew COO, CFO or CIO; liquidity event; next-generation handover; platform renewal; privacy scareGrowing private allocation; new entitiesNone visible

Evidence: Stated, not yet validated by closed-won data. Rests on Masttro's own segment pages, named testimonials (Stonebridge and two founder-led offices), case studies, third-party guides, and the competitive white space. Closed-won pull from HubSpot would anchor it.

Beachhead

Families whose wealth spans the US and Latin America. Masttro has a Monterrey office, a Latin America lead, Spanish-speaking founder testimonials and a Spanish site, and almost no competitor speaks to this family. It is small enough to saturate in 90 days and maps straight to Lane 01.

LinkedIn translationEstimate after list match · to observe
Matched Audiences
Company List: named SFOs and MFOs (family office database plus HubSpot and ZoomInfo)
Industries (fallback)
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
Company Size
1-1011-5051-200
Location
United StatesMexicoBrazilColombiaChileSwitzerland
What it misses: Offices without a LinkedIn page do not match. Expect partial match rates on small private offices; the role-and-skill recipe in Hero 01 covers the rest.
Use it for: Account-based backbone. Named accounts under ~5,000 run as a Company List, not native filters.
TARGETING  ·  SECTION 06

The buying committee and who influences it

Business Development is the function where LinkedIn files founders, owners, chief executives and presidents, not sales roles; sales and business development representatives sit under Sales. Every executive recipe below includes it, and it is never excluded. LinkedIn has no free-text title field. Where a concept is not a clean standardized title (family office manager, private markets lead), it is reached through Job Function plus Job Seniority plus Member Skills, layered on the account recipe. Standardized title availability to be confirmed in Campaign Manager.

Primary target

The Operator

Runs the office day to day and owns the reporting pain.

Typical titles: Chief Operating Officer, Director of Operations, Family Office Manager

Cares about: Fewer manual hours, one version of the truth, a smooth audit.

Objects with: Implementation time and disruption to a working process.

Role in the decision: Champion and project owner

LinkedIn translationObserve in Campaign Manager · to observe
Job Functions
Operations
Job Seniorities
CXOVPDirector
Member Skills
Family OfficeWealth Management
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
What it misses: Operators at offices filed under holding-company industries.
Use it for: Cold launch and account-based person filter
Primary target

The Finance Lead

CFO or controller who reconciles every bank and pays the software bill.

Typical titles: Chief Financial Officer, Controller, Head of Finance

Cares about: Accuracy, reconciliation, cost that does not rise with assets.

Objects with: Switching cost and data accuracy on day one.

Role in the decision: Technical evaluator and budget owner

LinkedIn translationObserve in Campaign Manager · to observe
Job Functions
FinanceAccounting
Job Seniorities
CXOVPDirector
Member Skills
Family OfficeAlternative InvestmentsConsolidation
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
What it misses: Outsourced CFOs who sit at accounting firms (covered by The Outside Advisor).
Use it for: Cold launch, pricing and switching messages
Secondary

The Investment Lead

CIO or senior investment professional who lives in the private-markets data.

Typical titles: Chief Investment Officer, Portfolio Manager, Head of Private Markets

Cares about: Performance across private funds, capital calls, liquidity foresight.

Objects with: Depth of analytics compared with institutional tools.

Role in the decision: Evaluator; can veto on analytics

LinkedIn translationObserve in Campaign Manager · to observe
Job Functions
Finance
Job Seniorities
CXOVPDirector
Member Skills
Private EquityAlternative InvestmentsPortfolio Management
Industries
Investment ManagementFinancial ServicesFunds and TrustsVenture Capital and Private Equity PrincipalsCapital Markets
What it misses: Investment staff titled as generic partners.
Use it for: Persona overlay for the alternatives and Cash Projection Hub message
Influencer

The Principal

Family member or office president who signs and cares most about privacy.

Typical titles: President, Chief Executive Officer, Founder

Cares about: Seeing everything instantly, privacy, legacy for the next generation.

Objects with: Who can see our data?

Role in the decision: Final sign-off

LinkedIn translationSmall; observe on list · to observe
Matched Audiences
Company List (ideal-client accounts)
Job Functions
Business Development
Job Seniorities
OwnerCXO
What it misses: Many principals are barely active on LinkedIn. Reach them through the office leads and through privacy-first creative the operator forwards.
Use it for: Account-based overlay only, never a standalone cold audience
Influencer

The Risk and Technology Lead

Head of technology, security or risk at larger offices and private banks.

Typical titles: Chief Technology Officer, Head of Information Security, Chief Risk Officer

Cares about: Where the data lives, who can access it, vendor risk.

Objects with: Cloud location, access controls, AI data use.

Role in the decision: Security review; can block

LinkedIn translationObserve on list · to observe
Job Functions
Information Technology
Job Seniorities
CXOVPDirector
Matched Audiences
Company List (ideal-client accounts + private banks)
What it misses: Smaller offices where security is the COO's job.
Use it for: Lane 03 vault message inside account-based campaigns
Primary target

The MFO Builder

Founder or managing partner of a multi-family office or UHNW wealth firm.

Typical titles: Managing Partner, Founder, Managing Director

Cares about: Serving more families without more staff; a client experience that wins mandates.

Objects with: Cost per family served and migration risk.

Role in the decision: Economic buyer at MFOs

LinkedIn translationObserve in Campaign Manager · to observe
Industries
Investment ManagementFinancial Services
Company Size
11-5051-200201-500
Job Functions
Business DevelopmentOperationsFinance
Job Seniorities
OwnerPartnerCXO
Member Skills
Wealth ManagementFamily Office
What it misses: Retail advisory firms using the same titles; exclude by size and skill.
Use it for: Lane 02 switcher and growth campaigns
Influencer

The Outside Advisor

Partner at a trust company, tax, accounting or law firm that administers many families.

Typical titles: Partner, Trust Officer, Director of Family Office Services

Cares about: Serving more families with the same team; looking modern to clients.

Objects with: Fit with their own accounting stack.

Role in the decision: Recommends the tool; one firm brings many families

LinkedIn translationObserve in Campaign Manager · to observe
Industries
AccountingLaw PracticeLegal ServicesFunds and TrustsBanking
Job Seniorities
PartnerOwnerDirector
Member Skills
Estate PlanningTrustsFamily Office
What it misses: Firms that do family office work under a general private-client label.
Use it for: Referral and partner play, Lane 04
Objection to answer

The Incumbent

The platform, bank portal or outsourced accountant already producing the reports.

Objects with: It works well enough, and moving is risky.

How we answer it
Answer with a side-by-side switch plan, a 12 to 14 week onboarding with dedicated support, and the pricing comparison. Use the /switch page and Addepar comparison pages in retargeting, not cold.
TARGETING  ·  SECTION 07

Sharp audience angles, and the layers that build them

Small, timely pockets that are easier to reach, saturate and move inside 90 days, each built by stacking one or two precision layers on a base recipe. Traits never combine with uploaded lists or retargeting; skills and interests refine, they never lead.

Just promoted into the seat
Recently Promoted + Job Functions Operations or Finance + Seniority Director to CXO + Member Skills Family Office

Why now: New leaders review the reporting stack in their first 90 days.

“New in the seat? Start with the full picture, not a stack of spreadsheets.”
New at a new office
Sales Navigator list of people who joined a family office in the last 90 days, uploaded as a Contact List (not native)

Why now: Fresh hires inherit a mess and have a mandate to fix it.

“Your first quarter: one view of everything the family owns.”
The alternatives-heavy CIO
Title Chief Investment Officer + Member Skills Private Equity, Alternative Investments + family office industries

Why now: Private allocations keep rising; capital calls and cash planning hurt most.

“Know which capital calls are coming before your banker does.”
Talks publicly
Frequent Contributors + Member Skills Family Office or Wealth Management

Why now: Visible voices shape what their peers shortlist.

“Join our next session on AI in the family office.”
Lives in the family office groups
Member Groups (family office and private wealth groups, names to verify) + Seniority Director and up

Why now: Group members are self-identified family office professionals.

“What 400+ family offices changed when they left spreadsheets.”
Growing MFO, straining team
Company Growth Rate (proxy) + MFO recipe from The MFO Builder

Why now: Headcount growth signals reporting strain and new client mandates.

“Take on twenty more families without hiring for reporting.”
Speaks Spanish, banks in two countries
Location Mexico, Colombia, Chile, Brazil + Operator recipe + Spanish creative

Why now: Masttro has the team and language; competitors do not show up here.

“Su patrimonio vive en varios países. Sus reportes no deberían necesitar varios sistemas.”
+Show the full attribute palette: every precision layer and how much it shrinks the audience
Member Skills · confidence High

Selects: Profiles listing family office, wealth management, alternative investments, estate planning, or a competitor platform by name

Use it for Masttro: Core for every persona; reaches family office staff whose company is not filed as a family office

Watch for: Never alone; pair with function and seniority

SHRINKS AUDIENCE ~40% (indicative)
Recently Promoted / Recently Switched Jobs · confidence High

Selects: New leaders in their first months

Use it for Masttro: New COO, CFO and CIO hires re-check the reporting stack; strongest switching moment

Watch for: Not with uploaded lists or retargeting; reach may be limited in the EEA and Switzerland

SHRINKS AUDIENCE ~75% (indicative)
Member Groups · confidence Medium

Selects: Members of family office and private wealth professional groups

Use it for Masttro: Small but highly qualified; widens a tight persona

Watch for: Group names and sizes to verify in Campaign Manager

SHRINKS AUDIENCE ~65% (indicative)
Frequent Contributors · confidence Medium

Selects: Members who post and comment often

Use it for Masttro: Webinar and Thought Leader distribution to visible voices in the space

Watch for: Poor as a conversion filter on its own

SHRINKS AUDIENCE ~70% (indicative)
Years of Experience · confidence Medium

Selects: Seniority by tenure

Use it for Masttro: 10+ years separates real office leaders from title inflation at tiny shops

Watch for: Skip on account lists, where the account already qualifies

SHRINKS AUDIENCE ~35% (indicative)
Company Growth Rate · confidence Medium

Selects: Companies adding headcount

Use it for Masttro: Growing MFOs and wealth firms feel reporting strain first

Watch for: A proxy based on headcount; misreads acquisitions

SHRINKS AUDIENCE ~45% (indicative)
Company Followers · confidence High

Selects: Followers of Masttro's own page (~8K)

Use it for Masttro: A warm pool to retarget with proof and demo offers

Watch for: Followers of competitor pages are not targetable natively

SHRINKS AUDIENCE ~20% (indicative)
Member Interests · confidence Low

Selects: Inferred interest in wealth management, private equity, fintech

Use it for Masttro: Widening layer on cold only

Watch for: Never the sole filter

SHRINKS AUDIENCE ~15% (indicative)
Job Seekers trait · confidence High

Selects: Members actively looking for work

Use it for Masttro: Exclusion on every campaign

Watch for: Never a target

EXCLUSION ONLY (indicative)

Considered, not used: Company Category and Company Revenue (sparse and misleading for private offices), Education (does not separate this buyer), Member Age and Member Gender (no genuine skew in this offer, and financial services is a sensitive category; not used).

Layers are AND filters that shrink the audience. Stack one or two at a time and re-size in Campaign Manager after each.

TARGETING  ·  SECTION 08

Priority segments and how each is built

Priority 1Named family office accountsCompany List Matched Audience
List sourceFamily office database (e.g. FINTRX) cut to SFOs and MFOs in served regions, merged with HubSpot companies and ZoomInfo-identified site visitors, cleaned in Clay
Company filtersCompany List; fallback Industries Investment Management, Financial Services, Funds and Trusts
Person filtersThe Operator, The Finance Lead, The Investment Lead recipes
SuppressionsCurrent customers, open pipeline, competitors
How it entersCSV upload or HubSpot sync to Campaign Manager
Honest limitsSmall private offices match partially; Hero 01 native recipe covers the gap.
Priority 1Multi-family offices and UHNW wealth firmsNative filters plus a switcher list
List sourceNative MFO recipe; switcher sub-list from Clay technographics
Company filtersIndustries Investment Management, Financial Services; Company Size 11-50 to 201-500
Person filtersThe MFO Builder, The Finance Lead
SuppressionsRetail advisory titles; firms under 11 staff
How it entersNative targeting plus Company List for the switcher sub-list
Honest limitsRetail and mass-affluent firms share the same titles; skills and size filter them.
Priority 2Trust, tax, accounting and law firmsNative filters
List sourceNot required to launch
Company filtersIndustries Accounting, Law Practice, Legal Services, Funds and Trusts
Person filtersThe Outside Advisor
SuppressionsFirms without a private-client practice (message-qualified)
How it entersNative targeting
Honest limitsLinkedIn cannot see whether a firm runs a family office practice; skills and message qualify it.
Priority 3Private banks and institutionsCompany List
List sourceNamed private banks and trust banks in served regions
Company filtersCompany List
Person filtersThe Risk and Technology Lead, wealth technology and operations leaders
SuppressionsRetail banking functions
How it entersCSV upload
Honest limitsLongest cycle; run as awareness inside account-based campaigns, not lead generation.
TARGETING  ·  SECTION 09

Capturing the same buyers on paid search

Masttro already runs Google Search with paid landing pages for most of these groups. This map is the reference for how those groups line up with the LinkedIn personas, not a rebuild. Volumes and CPCs to be pulled (SE Ranking or Keyword Planner) before any budget call.

Why this lane is worth itSearchers already know they need family office software, the cycle starts shorter than any cold audience, and the query qualifies the buyer.
The catchHead terms are contested by Eton, Addepar and Masttro itself, clicks are expensive, and the landing page, not the click, decides the return.
Category captureINTENT HIGHCOST HIGH
family office softwarefamily office reporting softwarewealth aggregation softwareUHNW reporting softwaremulti family office software
Captures: The Operator, The Finance Lead  ·  Lands on: /lp/family-office-software, /lp/family-office-reporting-software
Differentiator matchINTENT HIGHCOST LOW
family office software flat feenon AUM wealth reportingswiss hosted wealth platformmulti currency family office reportingconsolidated reporting multiple custodians
Captures: The Finance Lead, The Principal  ·  Lands on: /pricing, /platform/data-security
Product long tailINTENT HIGHCOST MEDIUM
capital call tracking softwareprivate equity reporting family officeentity structure mapping softwareprivate fund cash flow forecastingalternative investment document automation
Captures: The Investment Lead  ·  Lands on: /platform/alternatives-ai, /platform/global-wealth-map
Persona problem termsINTENT MEDIUM-HIGHCOST LOW
replace family office spreadsheetsconsolidate bank statements family officefamily office reporting processtrack family trusts and LLCs
Captures: The Operator  ·  Lands on: /lp/why-masttro
Competitor conquestINTENT HIGHCOST MEDIUM
addepar alternativeaddepar pricingaddepar vsaleta alternativeasora alternativeatlasfive alternativefundcount alternative
Captures: The MFO Builder, The Finance Lead  ·  Lands on: /lp/masttro-vs-addepar, /lp/addepar-comparison-for-rias, /lp/masttro-vs-aleta, /lp/switch
Comparison / solution-awareINTENT MEDIUMCOST MEDIUM
best family office softwarefamily office software comparisonfamily office software reviews
Captures: All evaluators  ·  Lands on: /compare (retarget, do not push to demo)
Spanish-language captureINTENT HIGHCOST LOW
software para family officesoftware para oficina familiarconsolidación de patrimonioreportes de inversiones family office
Captures: The Operator (Latin America)  ·  Lands on: Spanish landing page (to confirm one exists)
Brand defenseINTENT VERY HIGHCOST LOW
masttromasttro pricingmasttro vs addeparmasttro login
Captures: All  ·  Lands on: Homepage, /pricing (exclude login traffic from conversion goals)

The full keyword table

TermGroupIntentCostVolume
family office softwareCategory captureHighHighPending pull
family office reporting softwareCategory captureHighHighPending pull
wealth aggregation softwareCategory captureHighHighPending pull
UHNW reporting softwareCategory captureHighHighPending pull
multi family office softwareCategory captureHighHighPending pull
family office software flat feeDifferentiator matchHighLowPending pull
non AUM wealth reportingDifferentiator matchHighLowPending pull
swiss hosted wealth platformDifferentiator matchHighLowPending pull
multi currency family office reportingDifferentiator matchHighLowPending pull
consolidated reporting multiple custodiansDifferentiator matchHighLowPending pull
capital call tracking softwareProduct long tailHighMediumPending pull
private equity reporting family officeProduct long tailHighMediumPending pull
entity structure mapping softwareProduct long tailHighMediumPending pull
private fund cash flow forecastingProduct long tailHighMediumPending pull
alternative investment document automationProduct long tailHighMediumPending pull
replace family office spreadsheetsPersona problem termsMedium-highLowPending pull
consolidate bank statements family officePersona problem termsMedium-highLowPending pull
family office reporting processPersona problem termsMedium-highLowPending pull
track family trusts and LLCsPersona problem termsMedium-highLowPending pull
addepar alternativeCompetitor conquestHighMediumPending pull
addepar pricingCompetitor conquestHighMediumPending pull
addepar vsCompetitor conquestHighMediumPending pull
aleta alternativeCompetitor conquestHighMediumPending pull
asora alternativeCompetitor conquestHighMediumPending pull
atlasfive alternativeCompetitor conquestHighMediumPending pull
fundcount alternativeCompetitor conquestHighMediumPending pull
best family office softwareComparison / solution-awareMediumMediumPending pull
family office software comparisonComparison / solution-awareMediumMediumPending pull
family office software reviewsComparison / solution-awareMediumMediumPending pull
software para family officeSpanish-language captureHighLowPending pull
software para oficina familiarSpanish-language captureHighLowPending pull
consolidación de patrimonioSpanish-language captureHighLowPending pull
reportes de inversiones family officeSpanish-language captureHighLowPending pull
masttroBrand defenseVery highLowPending pull
masttro pricingBrand defenseVery highLowPending pull
masttro vs addeparBrand defenseVery highLowPending pull
masttro loginBrand defenseVery highLowPending pull
Launch set

Starting set if a group is added or rebuilt: family office software, family office reporting software, addepar alternative, family office software flat fee, capital call tracking software, software para family office. Phrase and exact match; broad only with a strong negative list and Customer Match.

Landing pages decide the return

One page per group, one action, proof matched to the buyer's state of mind: the pricing story for switchers, the security architecture for principals, the entity map for operators. Short form; demo center as the soft alternative. Google's B2B firmographic filtering is weak, which is why the LinkedIn recipes remain the qualifier; Customer Match from the ideal-client account list helps.

Negative keywords

Brand collisions: mastro's, mastros, steakhouse, restaurant, menu, maestro. 'Mastro's' is a large restaurant brand one letter from Masttro.

Jobs and careers: jobs, careers, salary, analyst, hiring, internship. Family office job seekers search these terms heavily.

How to start a family office: how to start, what is a family office, definition, course. Informational, not buying.

Consumer net worth apps: budget app, personal finance, net worth tracker, free. Individuals, not offices.

Competitor logins and corporate news: addepar login, addepar careers, addepar ipo, addepar stock. Existing users of the competitor doing daily work.

Events and lists: conference, summit, list of family offices, database download. Researchers and vendors, not buyers.

TARGETING  ·  SECTION 10

Fit, intent and timing signals

Fit says an account should buy. Intent and timing say it is looking now. The sharpest lists combine both.

Running today

Already running at Masttro (observed on site): ZoomInfo website identification and form enrichment, Salesloft visitor-triggered outreach, StackAdapt, the HubSpot ads pixel, Navattic demo tours, and the LinkedIn Insight Tag. These feed the account view below; nothing here needs to be bought to start.

FitTimingIntentFirst-partyOne scored account viewMatched AudiencesRetargeting tiersSalesloft outreach
Every signal feeds one account view; each account then lands in an ad audience, a retargeting tier or an outreach sequence.

Fit signals

Firmographic precisionQuarterly
IndicatesWhich firms are actually family offices, MFOs or trust firms, at what size
SourcesFamily office databases (e.g. FINTRX), NAICS 523920 portfolio management, 523991 trust and fiduciary, 541211 CPA offices, 541110 law offices
ActivationCompany List base for every segment
FeedsNamed family office accounts
TechnographicsMonthly
IndicatesWhich offices and MFOs run an asset-priced or legacy platform
SourcesJob posts and staff profiles naming Addepar, FundCount and others (Clay); vendor case study client names
ActivationSwitcher sub-list; conquest Customer Match
FeedsThe Asset-Fee Switcher

Timing signals

HiringWeekly
IndicatesOpen roles for controller, reporting analyst, head of operations, private markets analyst
SourcesJob post scraping (Clay), LinkedIn job data
ActivationOutreach trigger plus account boost
FeedsThe Cross-Border Operator
New leadershipWeekly
IndicatesA new COO, CFO or CIO at a target office
SourcesSales Navigator alerts, Clay people-movement
ActivationContact List and Salesloft sequence
FeedsJust promoted into the seat
Liquidity eventsMonthly
IndicatesA company sale or IPO that creates new family wealth, and new offices forming
SourcesPress and deal databases (PitchBook, Crunchbase)
ActivationOutreach trigger; too noisy for ad targeting
FeedsNamed family office accounts

Intent signals

Website and demo engagementDaily
IndicatesAccounts reading pricing, security, compare pages or finishing a Navattic tour
SourcesZoomInfo WebSights and Navattic (already running); an account-level visitor identification layer
ActivationRetargeting tiers, sales alerts, Company List refresh
FeedsAll segments
Research behaviorWeekly
IndicatesOffices comparing vendors on review and guide sites
SourcesG2 and comparison-guide traffic where available; branded and conquest search
ActivationSearch retargeting, conquest creative
FeedsThe Asset-Fee Switcher
Social engagementDaily
IndicatesPeople engaging with Masttro, competitor and family office creator posts
SourcesTrigify, LinkedIn Company Hub
ActivationContact List and Thought Leader retargeting
FeedsTalks publicly

First-party signals

CRM and contentDaily
IndicatesOpen pipeline, closed-lost, webinar registrants, ebook downloaders, demo center viewers
SourcesHubSpot
ActivationBottom-of-funnel retargeting and suppression
FeedsAll segments
The enrichment workflow

Workflow: build and score lists in Clay, compose the account view in one account intelligence layer, upload as Matched Audiences, and hand the top accounts to Salesloft. Available now: site, CRM, LinkedIn and ZoomInfo signals. Needs a tool or budget: a family office database licence, Clay credits, Trigify.

TARGETING  ·  SECTION 11

Who we never pay to reach

Current customersCompany List from HubSpot closed-won (400+ offices)
Open pipelineCompany List; moved to bottom-of-funnel retargeting instead of cold
Masttro employeesCompany: Masttro
CompetitorsCompany List: Addepar, Aleta, Asora, Eton Solutions, FundCount, Landytech, Altoo, Copia, d1g1t, Etops
Job SeekersMember Traits: Job Seekers
Students and juniorsJob Seniorities: Training, Unpaid, Entry
Retail advisory titlesExclude Wealth Manager and Private Wealth Advisor titles at firms under 11 staff; a comparable wealth-sector account saw these titles spend heavily with low engagement
Out-of-market geographiesLocation: everything outside the served regions
Custodian bank staff on family office campaignsCompany List of major custodians, excluded from SFO and MFO campaigns only (they are targets in the institutions segment)
TARGETING  ·  SECTION 12

Activation sequence

1. Warm, bottom of funnel$75 to 150 CPL
HubSpot open pipeline and MQLs, ZoomInfo-identified ideal-client accounts on pricing, security and compare pages, Navattic tour completers
2. Warm, mid funnel$120 to 250 CPL
Insight Tag site visitors filtered to the ideal client recipe, ad and page engagers, webinar and ebook audiences, Masttro page followers
3. In-market searchCapture
The paid search groups above, already live on Google
4. Account-based$250 to 400 CPL
Named family office accounts and the switcher list, person-filtered to Operator, Finance Lead and MFO Builder
5. Cold, native filters$300 to 600+ CPL
The Cross-Border Operator, The Advisor Multiplier, Sharp Angles

Masttro already collects warm pools (Insight Tag, Google remarketing, StackAdapt, ZoomInfo), so this is a warm-start account: warm tiers first, cold earns budget once warm proves efficient. Pool sizes come from the LinkedIn audit. Bands are indicative B2B benchmarks, not a forecast.

Built from public sources, Masttro's own site and third-party estimates. Audience sizes are to be observed in Campaign Manager; anything inferred is labelled. This is v1.0; the LinkedIn audit and HubSpot closed-won data fold in at v1.1.

Prepared for Masttro

Built from public sources, Masttro's own materials and LinkedIn Campaign Manager exports (July to October 2026). Company fit, audience sizes and estimates are indicative; unknowns are flagged in each view.