Masttro Taps Google, BlackRock Vet to Lead Next-Gen Wealth Tech Push

NEW YORK, NY – April 27, 2026 – By Deborah Cooper

Wealth intelligence platform Masttro has appointed Dan Gorlick, a seasoned product leader with experience at BlackRock and Google Cloud, as its new Chief Product Officer. The strategic hire comes as the firm accelerates its global expansion and deepens its investment in artificial intelligence to serve the complex needs of ultra-high-net-worth (UHNW) families and their advisors.

Mr. Gorlick joins a company on a steep growth curve, having expanded its client base to over 400 family offices, private banks, and registered investment advisors (RIAs) across more than 40 countries. His appointment signals Masttro’s intent to solidify its position in a fiercely competitive market by leveraging top-tier talent to drive product innovation. He will be responsible for guiding the platform's development, partnering with CEO Jay McNamara and Co-Founder Domingo Viesca to align Masttro's technology with the evolving demands of a sophisticated clientele.

“Dan brings a rare combination of institutional product leadership, client perspective, and operating discipline,” said Jay McNamara, Chief Executive Officer of Masttro. “His experience across BlackRock, Google Cloud, and S&P Global speaks for itself and is highly relevant to where Masttro is headed. As we continue to build for the future, strengthen our offerings, and meet the needs of sophisticated clients, strong product leadership will be essential. Dan is the right leader for that next chapter.”

A Strategic Play in a Competitive Arena

Masttro operates in the high-stakes arena of wealth technology, where giants like Addepar, which manages approximately $7 trillion in assets, and Envestnet, with over $6.5 trillion on its platform, hold significant market share. In this environment, differentiation is key. Masttro has carved out a niche by focusing exclusively on the complex needs of the UHNW segment and by employing a distinct technical and business model.

Unlike competitors that may rely on screen-scraping or third-party aggregators, Masttro prides itself on using over 700 proprietary data feeds from global custodians. This direct-feed approach is designed to provide a higher degree of data accuracy and security, which is paramount for clients managing intricate portfolios spanning multiple asset classes, currencies, and legal entities. Furthermore, the company’s fixed-fee pricing, as opposed to a model based on assets under management (AUM), presents a compelling value proposition for growing family offices and institutions.

The addition of Gorlick is a calculated move to sharpen this competitive edge. His background is uniquely suited to Masttro’s mission. During his tenure at BlackRock, he was deeply involved with the Aladdin platform, the gold standard for institutional investment and risk management. His work at S&P Global’s iLEVEL provided direct exposure to the data challenges of private markets—a core focus for Masttro’s clientele. This experience, combined with his time as a Product Lead at Google Cloud, gives him a powerful perspective on building scalable, intelligent, and secure financial technology.

Harnessing AI for the Ultra-Wealthy

The appointment arrives at a pivotal moment for AI in wealth management. The industry is rapidly moving beyond basic automation, with a 2025 report showing that nearly 70% of family offices now use automated reporting or aggregation platforms. The next frontier is agentic AI—systems where autonomous agents can independently plan and execute complex, multi-step tasks. This is precisely where Masttro is placing its bets.

Last year, the company launched Masttro Intelligence, an agentic AI framework designed to orchestrate the entire wealth data lifecycle. The platform’s proprietary AI agents can ingest unstructured documents like capital call notices, extract key data points, normalize the information, and deliver precise answers to natural language queries. For instance, a user could ask, “Show me all capital calls by fund and entity for the third quarter,” and receive an auditable, structured output in seconds. This move from simple data aggregation to intelligent data orchestration is a critical leap forward.

Gorlick’s role will be to accelerate the commercialization and evolution of these capabilities. As CPO, he will oversee the product roadmap for tools like Documents AI, which automates the management of investment-related paperwork, and Alternatives AI, which tackles the notoriously manual process of tracking private equity and venture capital performance. Domingo Viesca, Co-Founder and Head of Innovation, will continue to lead long-term research and development, creating a powerful partnership to drive both immediate product enhancements and future breakthroughs.

“Dan’s appointment adds important depth to our leadership team at a meaningful moment for Masttro,” said Mr. Viesca. “I am excited to partner with him as we continue to build on the company’s product foundation. I see tremendous opportunity in what we can build together.”

Redefining the Family Office Experience

For the family offices and wealth advisors Masttro serves, the core challenge is complexity. Managing multi-generational wealth, which is projected to see a transfer of $84 trillion over the next two decades, involves navigating a labyrinth of private investments, real estate, collectibles, and global public securities held in various trusts and entities. Traditional methods of tracking this wealth are often fragmented, manual, and prone to error, resulting in a delayed and incomplete financial picture.

Masttro’s platform aims to replace this fragmented reality with a single source of truth, providing what it calls a “100% view of total net worth” with real-time control and transparency. By automating the aggregation and reconciliation of data from disparate sources, the platform frees up advisors and family office staff from burdensome administrative tasks, allowing them to focus on strategic decision-making and client service.

With Gorlick at the product helm, the focus will be on further enhancing this experience, moving beyond data visualization to deliver proactive insights and operational clarity. The goal is to create a platform that not only reports on what has happened but also helps clients understand their liquidity, exposure, and performance in an intuitive, interactive way. This client-centric vision is crucial as the expectations of a new, more tech-savvy generation of UHNW individuals continue to rise.

This strategic hire, following a $43 million Series C funding round in 2023 led by FTV Capital and Citi Ventures, underscores a period of deliberate and aggressive scaling. The capital infusion was earmarked for market expansion and R&D, and the appointment of a CPO with Gorlick’s pedigree is a clear execution of that plan. As Masttro continues to onboard firms and their end clients globally, his leadership will be essential in ensuring the product architecture can scale to meet the demands of a growing international user base while continuing to innovate at a rapid pace.

“Masttro is operating at an important moment in its growth, with a clear product vision, significant momentum, and a meaningful opportunity to bring real innovations to market,” Mr. Gorlick stated. “I am excited to partner with Jay and Domingo as we continue building what I believe to be the highest-performing platform for complex wealth reporting, intelligence, and operational clarity.”