Show Summary — Episode 22
Dave Petersen speaks with the CEOs of Masttro and Aquilance, both early in their tenures. Aquilance recently raised $16m from Ten Coves Capital — its first institutional funding in 39 years — to modernise advisor-led bill pay and money management, while Masttro’s new AI-driven Masttro Intelligence reflects a broader shift toward real-time insight and clearer data.
About the Moderator
Dave Petersen, Director of Technology Consulting, Northern Trust
Dave Petersen is Director of Technology Consulting at Northern Trust, working with family offices and private wealth organizations on technology strategy, system selection, and operating model design.
Masttro
Masttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations, providing real-time, consolidated visibility across assets, entities, and ownership structures through secure and flexible reporting. Over the past year, Masttro has expanded its platform through new integrations with Arch and Canoe, alongside the launch of its AI capability, Masttro Intelligence—signalling a clear shift toward a more open, connected, and intelligence-driven reporting ecosystem.
Represented by Jay McNamara, CEO
Leader with broad experience and successful track record across small entrepreneurial and large technology organizations. Career focus on financial services technology (FinTech) and the dramatic impact digital technologies are having on wealth management advisors, investors and the disruption to business models across the industry.
Aquilance
Aquilance supports wealth management firms and family offices with financial administration capabilities covering areas such as bill payment, cash flow oversight, and consolidated reporting, underpinned by institutional-grade infrastructure. Founded in 1987, the firm is now re-examining how its long-established operating model evolves—reflecting broader industry shifts toward greater flexibility in how technology, services, and operating support are delivered.
Represented by John Carey, CEO
Leader with broad experience and successful track record across small entrepreneurial and large technology organizations. Career focus on financial services technology (FinTech) and the dramatic impact digital technologies are having on wealth management advisors, investors and the disruption to business models across the industry.
