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.
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.
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.
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.
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.
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
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’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.
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 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.
A COO searches for an Addepar alternative and lands on the comparison page.
The visitor joins a LinkedIn audience defined by the page they saw.
Only family office, wealth and named-account visitors at the right seniority stay in.
Switcher creative: the pricing story, Stonebridge, the security architecture.
A private walkthrough by lead form, pre-filled from their profile.
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.
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.
| Layer | Who is in it | Formats | Message | Judged on |
|---|---|---|---|---|
| 180-day coverage | Everyone who engaged: site, page, video, ads, events | Spotlight and right-rail | Stay visible at the lowest cost | Cost 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 lists | In-feed single image, document and video; co-founder Thought Leader Ads | Proof and education: Stonebridge, the offshore family office case, the security architecture, the AI webinar | 15 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 openers | Lead gen form | A private walkthrough or demo, the strongest ask | Cost per qualified lead in HubSpot |
| Search bridge | Visitors from the paid search landing pages, one audience per page group | In-feed, matched to the search intent | Switcher, category and AI-proof sequences | Search-to-pipeline rate |
| Predictive test | One campaign, seeded from HubSpot qualified and sales qualified leads | In-feed | The AI guide | Share of impressions reaching family offices |
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
2. The Cross-Border Operator, Latin America
Built from: Same recipe in Mexico, Brazil, Colombia and Chile, with Spanish creative
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
4. The Advisor Multiplier
Built from: Partners at trust, tax, accounting and law firms with estate and family office skills
5. The Asset-Fee Switcher
Built from: Firms whose staff name an asset-priced platform, plus the comparison-page search bridge
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 →
Six shifts, from today to next
The changes that would most benefit this account, in order.
| Today | Next | |
|---|---|---|
| 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.
Appendix: the detail behind the story
+Show every ad set with its results
| Ad set and its job | Status | Spend | Click rate | Leads | Cost per lead | HubSpot qualified | Cost per qualified |
|---|---|---|---|---|---|---|---|
| Middle of funnel (retargeting + lists) MOFU | [Asset: AI for FOs - On-Demand Webinar] - Retargeting + Contact Lists (Global - 9.2K) - SK | Active | $8,234 | 1.72% | 147 | $56 | 62 | $133 |
| Cold lead gen (AI guide) Awareness | Lead Generation | Single Image | The Ultimate Guide to AI for Family Offices | Active | $7,489 | 0.99% | 162 | $46 | 57 | $131 |
| Cold lead gen (predictive) Lead generation | Family Office Upgrade Playbook - Predictive (200k) + Company Connections | Active | $6,261 | 0.64% | 77 | $81 | 46 | $136 |
| Mixed: competitor users + retargeting Lead generation | Addepar Users + Retargeting | North America | Single Image | Paused | $3,875 | 1.89% | 55 | $70 | 31 | $125 |
| Cold engagement, boosted posts (predictive) Engagement - Predictive (200k) + Company Connections | Active | $3,804 | 3.56% | 0 | None | 8 | $476 |
| Cold video (predictive) Website conversions | Predictive (200k) + Company Connections | Video | Anthem | Paused | $1,650 | 0.36% | 0 | None | 5 | $330 |
| Cold competitor lookalike Website conversions | Adeppar Users & look-a-like | North America | Single Image | Paused | $889 | 0.74% | 0 | None | 0 | None |
| Cold engagement (predictive) Engagement - Predictive (200k) + Company Connections | Single Image | Paused | $542 | 3.82% | 0 | None | 0 | None |
| Cold competitor users (US, UAE) Website conversions | Tamarac, Black Diamond, Orion | US, UAE | Single Image | Paused | $270 | 0.42% | 0 | None | 0 | None |
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)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 1. Insight Tag firing | Working | Tag 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 campaign | Tune | Lead 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 pipeline | Working | HubSpot 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 learn | Tune | The 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 window | Not yet read | Not visible in the exports. | Confirm windows match a 90 to 180 day cycle. |
| 6. CRM signal flowing back | Working | 209 qualified leads reported back from HubSpot in 90 days. | Add offline conversions for opportunities and closed-won. |
| 7. No low-intent events diluting the signal | Working | Events are all lead and lifecycle actions. | Keep. |
+Show 35-point check: Architecture (4 tune · 1 change first · 1 not yet read)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 8. Objective matches funnel stage | Tune | Every 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 funnel | Change first | No 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 stage | Tune | About 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 conventions | Tune | Stage, 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 audience | Tune | The same predictive plus company connections audience feeds four ad sets. | One audience, one campaign per stage. |
| 13. Learning stability | Not yet read | Change history not reviewed. | Check before restructuring. |
+Show 35-point check: Audience and coverage (4 tune · 3 change first)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 14. Targeting stays inside the ideal client profile | Change first | Audience 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 roles | Tune | Decision-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 companies | Change first | By 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 budget | Tune | Contact 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 built | Tune | Website 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 expansion | Change first | Predictive audiences across stages and a paused lookalike set. | Same fix as check 14. |
| 20. Cold and warm kept apart | Tune | The 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)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 21. Message matches the stage | Tune | Cold, warm and competitor sets all lead with AI. | Map messages to stage: problem cold, proof warm, walkthrough hot. |
| 22. Format mix | Tune | Single 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 claims | Tune | The PwC webinar and stat videos carry proof; few ads show a customer result. | Add Stonebridge and the offshore family office case. |
| 24. Clear differentiation | Tune | The 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 audience | Tune | Cold audiences get a lead form; warm audiences never see a walkthrough or demo ask. | Reserve the strongest ask for 30-day engagers. |
| 26. Creative fatigue | Working | Click 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)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 27. Bidding fits the stage | Tune | Manual cost per click everywhere, including cold video and engagement sets. | Cost per impression for cold reach; cost per click for conversion sets. |
| 28. CPM spread | Tune | Costs 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 penetration | Change first | 90-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 stage | Tune | Cold-heavy with no bottom-of-funnel line (see check 10). | Warm-first phasing for the next 90 days. |
| 31. Spend stability | Working | Core sets run continuously; tests that did not convert were paused. | Keep. |
+Show 35-point check: Revenue alignment (3 tune · 1 not yet read)
| Check | Status | What we found | What we change |
|---|---|---|---|
| 32. Pipeline influence visible | Tune | Qualified leads sync back; influenced pipeline by account is not yet reported. | Connect HubSpot deals to account exposure. |
| 33. Cost per qualified lead and opportunity | Tune | About $158 per HubSpot qualified lead (LinkedIn-reported); opportunity cost not visible. | Report cost per sales qualified lead and opportunity. |
| 34. Funnel velocity | Not yet read | Needs HubSpot stage dates. | Pull with the deal export. |
| 35. Ready to scale | Tune | Signal 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.
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.
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.
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.
| Segment | Impressions | Share | Est. spend | Clicks | Click rate | Conversions | Verdict |
|---|
Top 25 segments per dimension as LinkedIn exports them. Industry shares sum past 100% because members can carry more than one industry.
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 set | Stage | Status | Impressions (90 days) | Avg monthly reach | Monthly frequency | Audience | Verdict | The read |
|---|---|---|---|---|---|---|---|---|
| Awareness | Lead Generation | Single Image | The Ultimate Guide to AI for Family Offices | Cold | Active | 54,763 | 7,095 | 1.9 | About 130K | LOW PENETRATION | Low 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 Connections | Cold | Active | 51,265 | 5,460 | 2.3 | Predictive, about 200K | LOW PENETRATION | A 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) - SK | Warm | Active | 46,212 | 7,372 | 1.6 | 85K, global lists plus retargeting | UNDER-SERVED | Warm 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 Connections | Cold | Active | 45,472 | 5,468 | 2.1 | Predictive, about 200K | LOW PENETRATION | A broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead. |
| Website conversions | Predictive (200k) + Company Connections | Video | Anthem | Cold | Paused | 32,490 | 7,696 | 2.1 | Predictive, about 200K | LOW PENETRATION | A 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 Image | Mixed | Paused | 21,114 | 4,756 | 1.5 | Competitor users plus retargeting | UNDER-SERVED | Split the retargeting part out so it can reach a warm frequency. |
| Website conversions | Adeppar Users & look-a-like | North America | Single Image | Cold | Paused | 7,530 | 763 | 3.3 | Predictive, about 200K | LOW PENETRATION | A 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 Image | Cold | Paused | 5,014 | 1,234 | 4.1 | Predictive, about 200K | LOW PENETRATION | A broad predictive pool spreads budget thin. Point cold spend at named accounts and the hero segments instead. |
| Engagement - Predictive (200k) + Company Connections | Single Image | Cold | Paused | 4,134 | 3,499 | 1.2 | Predictive, about 200K | LOW PENETRATION | A 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.
What the segments say
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.
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.
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%.
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.
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.
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%.
The best performer in each dimension
Five buyer groups in the data
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
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%
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
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
The Retail Advisor
Who: Wealth management advisors and financial advisors
Where they show up: Small advisory firms
The data: About 2.2% of impressions
Six changes, by impact
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.
Exclude Technology, Information and Internet and IT Services industries from cold targeting unless a company is on the named account list.
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.
Run the Cross-Border Operator for Mexico and Latin America with Spanish creative, starting with Mexico City, Monterrey and Miami.
Add these industries plus family office skills to the cold recipes; today Investment Management does not appear in the top 25 industries.
Within the Executive Decision Maker campaign, test the privacy and vault message against the AI message for Owner and CXO seniority.
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.
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.
| Accounts | Touched 1+ paid impression | Aware 30+ paid impressions | Engaged 3+ paid clicks | Highly engaged 10+ paid clicks | Lead 1+ form lead | Touched to engaged |
|---|---|---|---|---|---|---|
| All accounts | 14,960 | 2,136 | 239 | 14 | 234 | 1.6% |
| Family offices and wealth firms | 710 | 206 | 45 | 4 | 25 | 6.3% |
| All target-market types | 4,100 | 795 | 112 | 8 | 86 | 2.7% |
| Outside the target market | 10,860 | 1,341 | 127 | 6 | 148 | 1.2% |
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.
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.
| Group | Accounts | Impressions | Clicks | Est. cost | Quality read | What we see | The cut |
|---|---|---|---|---|---|---|---|
| Other unrelated firms | 10,700 | 172,983 | 334 | $18,073 | Long-tail drift | Thousands 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 cluster | 49 | 8,492 | 31 | $887 | Impression sink | Dozens 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 vendors | 19 | 5,214 | 77 | $545 | Engaged researchers | They 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 tech | 33 | 4,332 | 51 | $453 | Curiosity clicks | Large 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 unnamed | 42 | 2,209 | 26 | $231 | Unverifiable | Profiles 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 firms | 17 | 539 | 11 | $56 | Industry watchers | Conference organizers and media follow wealth-technology content to sell sponsorships and coverage. | Company exclusions |
The 20 largest individual sinks
| Account | Group | Impressions | Clicks | Organic engagements | Est. cost | Quality read |
|---|---|---|---|---|---|---|
| 1. MSCI Inc. | Data and market vendors | 888 | 21 | 1029 | $109 | Engaged researchers |
| 2. Bloomberg | Data and market vendors | 729 | 11 | 32 | $90 | Engaged researchers |
| 3. SimCorp | Data and market vendors | 634 | 4 | 123 | $78 | Engaged researchers |
| 4. Amazon | Big tech | 600 | 6 | 65 | $74 | Curiosity clicks |
| 5. Amazon Web Services (AWS) | Big tech | 574 | 5 | 32 | $71 | Curiosity clicks |
| 6. Morningstar | Data and market vendors | 549 | 17 | 409 | $68 | Engaged researchers |
| 7. S&P Global | Data and market vendors | 526 | 3 | 612 | $65 | Engaged researchers |
| 8. Meta | Big tech | 500 | 4 | 139 | $62 | Curiosity clicks |
| 9. Google | Big tech | 494 | 6 | 29 | $61 | Curiosity clicks |
| 10. Salesforce | Big tech | 485 | 8 | 50 | $60 | Curiosity clicks |
| 11. FactSet | Data and market vendors | 427 | 3 | 163 | $53 | Engaged researchers |
| 12. Kredit Hero | Hong Kong and Asia cluster | 425 | 4 | 0 | $52 | Impression sink |
| 13. Asia Leaders Series® | Hong Kong and Asia cluster | 425 | 4 | 0 | $52 | Impression sink |
| 14. Tong Eng Group | Hong Kong and Asia cluster | 398 | 4 | 0 | $49 | Impression sink |
| 15. LSEG | Data and market vendors | 394 | 5 | 118 | $49 | Engaged researchers |
| 16. Profesional Independiente | Self-employed and unnamed | 392 | 13 | 39 | $48 | Unverifiable |
| 17. Finova Group | Hong Kong and Asia cluster | 385 | 3 | 0 | $47 | Impression sink |
| 18. Microsoft | Big tech | 380 | 0 | 84 | $47 | Curiosity clicks |
| 19. Hong Kong Visa Centre | Hong Kong and Asia cluster | 377 | 0 | 0 | $46 | Impression sink |
| 20. Clearwater Analytics | Data and market vendors | 377 | 6 | 256 | $46 | Engaged researchers |
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.
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).
| Account | Impressions | Clicks | Engagements | Video views | Leads | Organic engagements | Signals | Next step |
|---|---|---|---|---|---|---|---|---|
| 1. Family Office Exchange Family office membership network | 349 | 8 | 27 | 49 | 2 | 221 | Repeat clickerLeadOrganic engagerVideo viewerHigh exposureMulti-touch | Partnership conversation: co-hosted content or an event |
| 2. Focus Partners US wealth partnership serving wealthy families | 677 | 10 | 13 | 70 | 0 | 12 | Repeat clickerOrganic engagerVideo viewerHigh exposureMulti-touch | Sales outreach referencing the content they engaged with |
| 3. Taurus Wealth Asia multi-family office and wealth firm | 856 | 9 | 12 | 0 | 0 | 0 | Repeat clickerHigh exposure | Add to the 30-day conversion layer with the walkthrough offer |
| 4. Smart Wealth Asset Management AG Swiss wealth manager | 19 | 4 | 7 | 0 | 2 | 0 | Repeat clickerLead | Find the lead in HubSpot and follow up this week |
| 5. Lighthouse Canton Singapore wealth and family office firm | 967 | 8 | 12 | 0 | 0 | 0 | Repeat clickerHigh exposure | Add to the 30-day conversion layer with the walkthrough offer |
| 6. YPO Network of company owners and principals | 347 | 6 | 25 | 62 | 1 | 42 | Repeat clickerLeadOrganic engagerVideo viewerHigh exposureMulti-touch | Partnership conversation: co-hosted content or an event |
| 7. Corient US wealth firm for ultra-high-net-worth families | 325 | 8 | 14 | 72 | 0 | 9 | Repeat clickerOrganic engagerVideo viewerHigh exposureMulti-touch | Sales outreach referencing the content they engaged with |
| 8. Nuclo Wealth Wealth firm (to verify) | 217 | 8 | 20 | 37 | 0 | 8 | Repeat clickerOrganic engagerVideo viewerMulti-touch | Sales outreach referencing the content they engaged with |
| 9. Rockefeller Capital Management Family office and private wealth firm | 143 | 5 | 13 | 36 | 1 | 21 | Repeat clickerLeadOrganic engagerVideo viewerMulti-touch | Find the lead in HubSpot and follow up this week |
| 10. Moneta US wealth firm | 106 | 5 | 17 | 20 | 1 | 52 | Repeat clickerLeadOrganic engagerVideo viewerMulti-touch | Find the lead in HubSpot and follow up this week |
| 11. Raffles Family Office Asia multi-family office | 677 | 4 | 5 | 0 | 1 | 0 | Repeat clickerLeadHigh exposure | Find the lead in HubSpot and follow up this week |
| 12. Unity Wealth Partners Wealth firm | 41 | 4 | 7 | 4 | 1 | 0 | Repeat clickerLead | Find the lead in HubSpot and follow up this week |
| 13. Savant Wealth Management US wealth management firm | 147 | 6 | 15 | 32 | 0 | 79 | Repeat clickerOrganic engagerVideo viewerMulti-touch | Sales outreach referencing the content they engaged with |
| 14. Insigneo Wealth firm serving Latin American families | 175 | 3 | 7 | 18 | 1 | 13 | Repeat clickerLeadOrganic engagerVideo viewerMulti-touch | Find the lead in HubSpot and follow up this week |
| 15. BBR Partners Wealth firm for entrepreneurial families | 143 | 3 | 23 | 23 | 1 | 40 | Repeat clickerLeadOrganic engagerVideo viewerMulti-touch | Find the lead in HubSpot and follow up this week |
| 16. Wealthspire US wealth firm | 232 | 4 | 5 | 27 | 0 | 3 | Repeat clickerVideo viewer | Add to the named-account campaign and 90-day trust layer |
| 17. Landmark Family Office Limited Family office | 176 | 4 | 4 | 0 | 0 | 0 | Repeat clicker | Add to the named-account campaign and 90-day trust layer |
| 18. Mariner US wealth firm | 169 | 4 | 11 | 35 | 0 | 20 | Repeat clickerOrganic engagerVideo viewerMulti-touch | Sales outreach referencing the content they engaged with |
| 19. Tsao Family Office Pte. Ltd. Singapore family office | 148 | 4 | 4 | 0 | 0 | 3 | Repeat clicker | Add to the named-account campaign and 90-day trust layer |
| 20. Grupo DEACERO Mexican family-owned industrial group (verify family office) | 102 | 4 | 9 | 17 | 0 | 30 | Repeat clickerOrganic engagerVideo viewerMulti-touch | Sales outreach referencing the content they engaged with |
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.
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
| Account | Type | Organic impressions | Organic engagements | Paid impressions | Paid clicks |
|---|---|---|---|---|---|
| Anonymous family office profiles | Family office staff (unnamed) | 398 | 423 | 5,817 | 73 |
| JPMorganChase | Private bank and custodian | 520 | 480 | 558 | 9 |
| Family Office Exchange | Family office network | 204 | 221 | 349 | 8 |
| BOK Financial | Bank with private wealth arm | 216 | 199 | 38 | 0 |
| UBS | Private bank | 201 | 197 | 703 | 6 |
| Citi | Private bank | 184 | 181 | 585 | 8 |
| Goldman Sachs | Private bank | 174 | 172 | 1,065 | 10 |
| RSM US LLP | Advisory firm with family office practice | 193 | 164 | 349 | 9 |
| PwC | Advisory firm | 146 | 151 | 416 | 0 |
| HSBC | Private bank | 113 | 140 | 490 | 3 |
| BBVA en México | Bank (Mexico) | 92 | 111 | 345 | 6 |
| BDO Italia | Advisory firm | 67 | 94 | 8 | 0 |
| Morgan Stanley | Private wealth | 96 | 87 | 624 | 11 |
| Savant Wealth Management | Wealth firm | 70 | 79 | 147 | 6 |
| EY | Advisory firm | 83 | 78 | 1,019 | 12 |
| Northern Trust | Custodian with family office services | 89 | 78 | 127 | 0 |
| IP Private Wealth™ | Wealth firm | 64 | 68 | 95 | 0 |
| PwC Canada | Advisory firm | 65 | 66 | 169 | 0 |
| Deloitte | Advisory firm | 98 | 65 | 705 | 4 |
| Bank of America Private Bank | Private bank | 95 | 60 | 47 | 0 |
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
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.
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.
What to do next
Company exclusions for data vendors, big tech, competitors and wealth-software vendors; a geography exclusion outside served regions.
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.
Send the ten warmest accounts each week, with the content they engaged with and a suggested opener.
Run one co-hosted session with Family Office Exchange or a similar network and measure member engagement against paid reach.
Export HubSpot companies and deals, match them to these accounts, and add MQL, SQL, opportunity and closed-won to the stage view.
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.
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.
The whole plan on one page
The original family office technology company
Built inside a multigenerational family office in 2010, now serving offices in 40+ countries.
One private platform for complex wealth
Every asset, entity and currency consolidated, with reporting, AI and family portals on top.
Families whose wealth crosses borders
Single and multi-family offices with several banks, several entities and several countries.
No competitor can say all four parts at once.
See the white space →05 Channels, in priority order
06 How it works as one engine
What Masttro already has
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 →
Four moves, in order
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
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.
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.
+Show who says each claim, in full
| Shared claim | Who says it | Why it no longer separates anyone |
|---|---|---|
| AI-powered, AI-ready, agent-ready | All ten, plus Masttro | Everyone says it, so it no longer separates anyone. Buyers ask what the AI actually does. |
| One source of truth / total view of wealth | Addepar, Aleta, Asora, FundCount, Landytech, Altoo, Copia, d1g1t, Masttro | This is the category definition, not a reason to choose. |
| Private markets and capital call automation | Addepar, Aleta, Copia, FundCount, Altoo, Eton, Masttro | Fast becoming expected. The proof is in accuracy, which nobody shows. |
| Built for complex entities and ownership | Addepar, Asora, FundCount, Landytech, Copia, Eton, Masttro | Every serious platform claims it. Entity maps look alike. |
| Built by or for family offices | Eton, Aleta, Asora, Masttro | Origin stories now overlap. Eton and Masttro both say a family office built them. |
| Bank-grade security, private cloud, ISO 27001 | Asora, Landytech, Altoo, FundCount, Masttro | A hygiene claim. Buyers assume it and check it in diligence. |
| Built for the principal and the next generation | Aleta, Altoo, Copia, Eton, Masttro | Warm language that every principal-facing vendor uses. |
| Open API, MCP, bring your own AI | Aleta, Landytech, d1g1t, Addepar | Rising 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.
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.
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.
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.
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.
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.
The position only Masttro can hold
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.
Problems Masttro solves best
| The buyer’s problem | Lane | How Masttro answers it |
|---|---|---|
| Reporting across banks in several countries takes weeks of manual work | Lane 01 | Direct feeds across 700+ custodians and multicurrency reporting in one place. |
| The platform bill climbs every time the portfolio grows | Lane 02 | Pricing 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 environment | Lane 03 | AI built inside a private Swiss instance, with client-held encryption keys. |
| An advisory firm cannot take on more families without hiring | Lane 04 | Branded portals, sub-ledger exports and compliance tools for firms serving many families. |
Who to reach first
| Segment | Roles | Why | Priority |
|---|---|---|---|
| Single family offices with cross-border wealth | COO, CFO, CIO | Highest fit with Lane 01 and 03; hard to target by firm name, easy by role and signal | Priority 1 |
| Multi-family offices and wealth firms on asset-based platforms | Founder, head of operations, head of reporting | Lane 02; reachable by firm and role; clear switching trigger | Priority 1 |
| Trust companies and tax, accounting and law firms serving families | Partner, head of family office services | Lane 04; one win brings many families | Priority 2 |
| Private banks and institutions | Head of wealth technology, digital, operations | Longest cycle, largest contracts; Lane 03 and 01 | Priority 3 |
The full audience build, with LinkedIn filters, sizes and signals, follows in the Targeting view.
Hooks by buying stage
| Stage | Hook | Lane | Best format |
|---|---|---|---|
| Unaware | “Your wealth lives in five countries. Your reporting should not need five systems.” | 01 | Thought Leader post from a co-founder; short video |
| Unaware | “Every time your portfolio grows, does your software bill grow with it?” | 02 | Single image, cost comparison |
| Unaware | “Would you let an AI read your family's balance sheet? Here is how to say yes safely.” | 03 | Carousel or document ad |
| Aware | “What it really costs to move off an asset-priced platform, line by line.” | 02 | Guide or calculator, lead gen form |
| Aware | “How one offshore family office brought 130+ funds into one view.” | 01 | Case study ad |
| Aware | “Serve twenty families with the team you have for five.” | 04 | Thought Leader post; partner webinar |
| Engaged | “See your own entity map across every country, in a 20-minute walkthrough.” | 01 | Retargeting to demo center visitors |
| Engaged | “A private Swiss instance where even we cannot see your data. Ask us to prove it.” | 03 | Retargeting to security and pricing page visitors |
| Engaged | “Bring your current platform invoice. We will show you the difference.” | 02 | Conquest retargeting, switch page |
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.
| Platform | Built first for | Pricing signal | Privacy and hosting claim | Custodian / data reach | Google ads, 30 days |
|---|---|---|---|---|---|
| Masttro | Family offices, MFOs, wealth firms, banks, advisors | Not based on assets | Private Swiss cloud, staff cannot see data, client-held keys | 700+ direct feeds, 40+ countries | 57 |
| Addepar | Wealth firms and banks | Asset-based | Enterprise security | Very broad, 60+ markets | 48 |
| Aleta | Principals and SFOs | Flat rate | Standard; open API focus | Global custodians | 12 |
| Eton | Largest family offices | Enterprise | Enterprise | Broad, 15 countries | ~300 |
| Asora | Small and mid family offices | Flat rate | ISO 27001, private cloud | All banks with a feed | 6 |
| FundCount | Accountants and fund admins | Published tiers | SOC audited | 25 countries | 7 |
| Landytech | Family offices and wealth firms | Not published | AES-256, Azure | 500+ custodians, 10K open banking | 22 |
| Altoo | Wealth owners | Not published | Swiss developed and hosted | Not published | 0 |
| Copia | Alternatives-heavy families | Not published | Private, permissioned | Not published | 0 |
| d1g1t | Advisors and MFOs | Not published | Enterprise | Not published | 7 |
| Etops | European institutions | Not published | Enterprise | Not published | 25 |
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
| Positioning | A global data and AI platform for the whole wealth industry: banks, family offices, fund managers, allocators. |
| Built for | Large wealth firms, banks and multi-family offices; family offices as one of several segments. |
| Proof | 1,400+ clients, 60+ countries, more than $9T on platform (site). Named family office and Latin America case studies. |
| Pricing signal | Asset-based pricing, per third-party comparisons. |
| Paid search, 30 days | 48 Google ads, including video. |
| What keeps clients | Deep integration into firm-wide data and workflows. |
| Where it is exposed | Cost rises with assets; often described as heavy for lean single family offices (third-party guides). |
| Strategic read | The reference point every competitor positions against. Masttro already runs Addepar comparison pages; Lane 02 sharpens that. |
Aleta
| Positioning | Family office software built principal-first, with an open API, MCP and Data Cube for your own AI. |
| Built for | Single family offices, principals, investment teams, MFOs (white label) and RIAs. |
| Proof | $100Bn+ on platform, 15 years of reporting expertise, award claims (site). |
| Pricing signal | Flat rate, from around $1,000 a month per third-party guides. |
| Paid search, 30 days | 12 Google ads. Leans on content instead. |
| What keeps clients | Open data layer that other tools come to depend on. |
| Where it is exposed | Smaller footprint outside Europe; openness is a worry for privacy-first families. |
| Strategic read | Publishes a dedicated Masttro alternatives page and ranks Masttro low in its own guides. Lane 03 answers its 'closed' framing directly. |
Eton Solutions (AtlasFive)
| Positioning | A family office ERP: 270+ workflows covering general ledger, bill pay, tax, trust accounting, plus outsourced services. |
| Built for | The 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 signal | Not published; enterprise. |
| Paid search, 30 days | About 300 Google ads, the heaviest in the set. |
| What keeps clients | It runs the whole back office, often with Eton staff doing the work. |
| Where it is exposed | A big operational commitment for offices that mainly want clear reporting. |
| Strategic read | Also claims a family office origin, so origin alone does not separate Masttro. Outspends everyone on search. |
Asora
| Positioning | Graduate from spreadsheets to modern family office software, live in weeks. |
| Built for | Small and mid-size family offices and UHNW individuals. |
| Proof | 15+ countries, ISO 27001, a family office live in under four weeks (site). |
| Pricing signal | From around $900 a month per third-party guides. |
| Paid search, 30 days | 6 Google ads. |
| What keeps clients | Low cost and quick setup. |
| Where it is exposed | Third parties describe it as light for complex portfolios. |
| Strategic read | Competes for offices leaving spreadsheets. Publishes Masttro comparison content. |
FundCount
| Positioning | One real-time general ledger for accounting, investments and reporting. |
| Built for | Family offices, fund administrators, hedge funds, PE and asset managers. |
| Proof | $100B+ on platform, 25 countries, 27+ years, SOC audited (site). |
| Pricing signal | Published pricing page; specifics vary. |
| Paid search, 30 days | 7 Google ads. |
| What keeps clients | Once the books live there, moving is painful. |
| Where it is exposed | Built for accountants first; the principal experience is secondary. |
| Strategic read | Wins when the controller leads the buying decision. |
Landytech (Sesame)
| Positioning | An AI-era system of record holding investment, corporate and accounting records in one place, plus a data API. |
| Built for | Family 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 signal | Not published. |
| Paid search, 30 days | 22 Google ads. |
| What keeps clients | Data feeds wired into the client's own tools. |
| Where it is exposed | Younger brand among principals. |
| Strategic read | Closest to Masttro on custodian breadth. Its open-API stance strengthens Lane 03 as a counter-position. |
Altoo
| Positioning | A digital home for your wealth, 100% Swiss developed and hosted, designed for the owner. |
| Built for | Wealthy individuals and families, mainly in Switzerland and neighbouring markets (inferred from site). |
| Proof | Product claims only on the homepage; scale not published. |
| Pricing signal | Not published. |
| Paid search, 30 days | No Google ads. |
| What keeps clients | A simple owner-facing experience. |
| Where it is exposed | Regional focus; little institutional depth shown. |
| Strategic read | Shares the Swiss hosting claim, so Lane 03 has to lead with the full privacy story, not Switzerland alone. |
Copia Wealth Studios
| Positioning | Put your Assets Under Intelligence: AI document ingestion, entity maps and capital call forecasting. |
| Built for | Families, single and multi-family offices, RIAs and institutions with heavy alternatives. |
| Proof | Product claims; scale not published. |
| Pricing signal | Not published. |
| Paid search, 30 days | No Google ads. |
| What keeps clients | Its document history for private investments. |
| Where it is exposed | Less visible outside the US alternatives niche. |
| Strategic read | Overlaps with Masttro's Alternatives AI and Cash Projection Hub. Accuracy proof will decide it. |
d1g1t
| Positioning | An enterprise wealth platform covering reporting, billing, trading, rebalancing and the client portal. |
| Built for | Multi-family offices, RIAs, broker-dealers and bank advisor networks. |
| Proof | Selected by RBC Wealth Management (site). |
| Pricing signal | Not published. |
| Paid search, 30 days | 7 Google ads. |
| What keeps clients | It runs the advisory business end to end. |
| Where it is exposed | Built for advisors managing many clients, not a single family's own office. |
| Strategic read | Meets Masttro in the RIA and institution segments, rarely in single family offices. |
Etops
| Positioning | Modular software for asset managers, wealth managers, advisors, family offices, banks and insurers. |
| Built for | European institutions first, with family offices as one segment. |
| Proof | 2,000+ clients, 300+ staff, €500bn assets (site); expanding in Germany. |
| Pricing signal | Not published. |
| Paid search, 30 days | 25 Google ads. |
| What keeps clients | Breadth of modules inside one bank or manager. |
| Where it is exposed | Family offices are a small part of its story. |
| Strategic read | A competitor in European bank and institution deals more than in single family offices. |
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.
Masttro at a glance
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.
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.
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 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.
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.
Serviceable market
| Geography and language | US, 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 |
| Complexity | Three or more custodians, multiple entities or jurisdictions Removes single-bank portfolios that a bank portal already serves |
| Entry price | Pricing not published; third-party guides put flat-fee entry near $1,000 a month Removes very small offices and individual investors |
| Implementation | 12 to 14 week onboarding with project support Fits offices replacing spreadsheets or a legacy platform, not same-week buyers |
| Hosting and privacy | Private 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.
The ideal client profile
| Criterion | Ideal | Acceptable | Disqualifier |
|---|---|---|---|
| Type of office | Single family office or multi-family office | Wealth manager or RIA serving UHNW families | Mass-affluent advisors, robo platforms |
| Wealth complexity | 3+ custodians, entities in 2+ countries | 2 custodians, multiple entities in one country | Single custodian, simple public portfolio |
| Private investments | 20%+ in private equity, venture, real estate or credit | Some alternatives, growing | None |
| Team | 3 to 25 people; a COO or CFO owns reporting | Outsourced office with one internal lead | No staff, principal self-manages in an app |
| Geography | US with Latin American ties; Switzerland; Mexico | UK, wider Europe, Gulf | Markets without language or support coverage |
| Current setup | Spreadsheets plus bank portals, or an asset-priced platform | A legacy accounting system doing reporting | Recently signed multi-year contract elsewhere |
| Triggers | New COO, CFO or CIO; liquidity event; next-generation handover; platform renewal; privacy scare | Growing private allocation; new entities | None 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.
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.
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.
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
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
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
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
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
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
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
The Incumbent
The platform, bank portal or outsourced accountant already producing the reports.
Objects with: It works well enough, and moving is risky.
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.
Why now: New leaders review the reporting stack in their first 90 days.
Why now: Fresh hires inherit a mess and have a mandate to fix it.
Why now: Private allocations keep rising; capital calls and cash planning hurt most.
Why now: Visible voices shape what their peers shortlist.
Why now: Group members are self-identified family office professionals.
Why now: Headcount growth signals reporting strain and new client mandates.
Why now: Masttro has the team and language; competitors do not show up here.
+Show the full attribute palette: every precision layer and how much it shrinks the audience
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
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
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
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
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
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
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
Selects: Inferred interest in wealth management, private equity, fintech
Use it for Masttro: Widening layer on cold only
Watch for: Never the sole filter
Selects: Members actively looking for work
Use it for Masttro: Exclusion on every campaign
Watch for: Never a target
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.
Priority segments and how each is built
| List source | Family 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 filters | Company List; fallback Industries Investment Management, Financial Services, Funds and Trusts |
| Person filters | The Operator, The Finance Lead, The Investment Lead recipes |
| Suppressions | Current customers, open pipeline, competitors |
| How it enters | CSV upload or HubSpot sync to Campaign Manager |
| Honest limits | Small private offices match partially; Hero 01 native recipe covers the gap. |
| List source | Native MFO recipe; switcher sub-list from Clay technographics |
| Company filters | Industries Investment Management, Financial Services; Company Size 11-50 to 201-500 |
| Person filters | The MFO Builder, The Finance Lead |
| Suppressions | Retail advisory titles; firms under 11 staff |
| How it enters | Native targeting plus Company List for the switcher sub-list |
| Honest limits | Retail and mass-affluent firms share the same titles; skills and size filter them. |
| List source | Not required to launch |
| Company filters | Industries Accounting, Law Practice, Legal Services, Funds and Trusts |
| Person filters | The Outside Advisor |
| Suppressions | Firms without a private-client practice (message-qualified) |
| How it enters | Native targeting |
| Honest limits | LinkedIn cannot see whether a firm runs a family office practice; skills and message qualify it. |
| List source | Named private banks and trust banks in served regions |
| Company filters | Company List |
| Person filters | The Risk and Technology Lead, wealth technology and operations leaders |
| Suppressions | Retail banking functions |
| How it enters | CSV upload |
| Honest limits | Longest cycle; run as awareness inside account-based campaigns, not lead generation. |
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.
The full keyword table
| Term | Group | Intent | Cost | Volume |
|---|---|---|---|---|
| family office software | Category capture | High | High | Pending pull |
| family office reporting software | Category capture | High | High | Pending pull |
| wealth aggregation software | Category capture | High | High | Pending pull |
| UHNW reporting software | Category capture | High | High | Pending pull |
| multi family office software | Category capture | High | High | Pending pull |
| family office software flat fee | Differentiator match | High | Low | Pending pull |
| non AUM wealth reporting | Differentiator match | High | Low | Pending pull |
| swiss hosted wealth platform | Differentiator match | High | Low | Pending pull |
| multi currency family office reporting | Differentiator match | High | Low | Pending pull |
| consolidated reporting multiple custodians | Differentiator match | High | Low | Pending pull |
| capital call tracking software | Product long tail | High | Medium | Pending pull |
| private equity reporting family office | Product long tail | High | Medium | Pending pull |
| entity structure mapping software | Product long tail | High | Medium | Pending pull |
| private fund cash flow forecasting | Product long tail | High | Medium | Pending pull |
| alternative investment document automation | Product long tail | High | Medium | Pending pull |
| replace family office spreadsheets | Persona problem terms | Medium-high | Low | Pending pull |
| consolidate bank statements family office | Persona problem terms | Medium-high | Low | Pending pull |
| family office reporting process | Persona problem terms | Medium-high | Low | Pending pull |
| track family trusts and LLCs | Persona problem terms | Medium-high | Low | Pending pull |
| addepar alternative | Competitor conquest | High | Medium | Pending pull |
| addepar pricing | Competitor conquest | High | Medium | Pending pull |
| addepar vs | Competitor conquest | High | Medium | Pending pull |
| aleta alternative | Competitor conquest | High | Medium | Pending pull |
| asora alternative | Competitor conquest | High | Medium | Pending pull |
| atlasfive alternative | Competitor conquest | High | Medium | Pending pull |
| fundcount alternative | Competitor conquest | High | Medium | Pending pull |
| best family office software | Comparison / solution-aware | Medium | Medium | Pending pull |
| family office software comparison | Comparison / solution-aware | Medium | Medium | Pending pull |
| family office software reviews | Comparison / solution-aware | Medium | Medium | Pending pull |
| software para family office | Spanish-language capture | High | Low | Pending pull |
| software para oficina familiar | Spanish-language capture | High | Low | Pending pull |
| consolidación de patrimonio | Spanish-language capture | High | Low | Pending pull |
| reportes de inversiones family office | Spanish-language capture | High | Low | Pending pull |
| masttro | Brand defense | Very high | Low | Pending pull |
| masttro pricing | Brand defense | Very high | Low | Pending pull |
| masttro vs addepar | Brand defense | Very high | Low | Pending pull |
| masttro login | Brand defense | Very high | Low | Pending pull |
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.
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.
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.
Fit, intent and timing signals
Fit says an account should buy. Intent and timing say it is looking now. The sharpest lists combine both.
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.
Fit signals
| Indicates | Which firms are actually family offices, MFOs or trust firms, at what size |
| Sources | Family office databases (e.g. FINTRX), NAICS 523920 portfolio management, 523991 trust and fiduciary, 541211 CPA offices, 541110 law offices |
| Activation | Company List base for every segment |
| Feeds | Named family office accounts |
| Indicates | Which offices and MFOs run an asset-priced or legacy platform |
| Sources | Job posts and staff profiles naming Addepar, FundCount and others (Clay); vendor case study client names |
| Activation | Switcher sub-list; conquest Customer Match |
| Feeds | The Asset-Fee Switcher |
Timing signals
| Indicates | Open roles for controller, reporting analyst, head of operations, private markets analyst |
| Sources | Job post scraping (Clay), LinkedIn job data |
| Activation | Outreach trigger plus account boost |
| Feeds | The Cross-Border Operator |
| Indicates | A new COO, CFO or CIO at a target office |
| Sources | Sales Navigator alerts, Clay people-movement |
| Activation | Contact List and Salesloft sequence |
| Feeds | Just promoted into the seat |
| Indicates | A company sale or IPO that creates new family wealth, and new offices forming |
| Sources | Press and deal databases (PitchBook, Crunchbase) |
| Activation | Outreach trigger; too noisy for ad targeting |
| Feeds | Named family office accounts |
Intent signals
| Indicates | Accounts reading pricing, security, compare pages or finishing a Navattic tour |
| Sources | ZoomInfo WebSights and Navattic (already running); an account-level visitor identification layer |
| Activation | Retargeting tiers, sales alerts, Company List refresh |
| Feeds | All segments |
| Indicates | Offices comparing vendors on review and guide sites |
| Sources | G2 and comparison-guide traffic where available; branded and conquest search |
| Activation | Search retargeting, conquest creative |
| Feeds | The Asset-Fee Switcher |
| Indicates | People engaging with Masttro, competitor and family office creator posts |
| Sources | Trigify, LinkedIn Company Hub |
| Activation | Contact List and Thought Leader retargeting |
| Feeds | Talks publicly |
First-party signals
| Indicates | Open pipeline, closed-lost, webinar registrants, ebook downloaders, demo center viewers |
| Sources | HubSpot |
| Activation | Bottom-of-funnel retargeting and suppression |
| Feeds | All segments |
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.
Who we never pay to reach
Activation sequence
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.
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.