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This is the first official capital raise for Masttro, a global wealth tech company that has recently turned its eye towards North America.
“We hit a lot of touchpoints and make that relationship very, very sticky, and that has resulted in a 98.2 percent retention rate,” said CEO Chris Behrens.
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Lorenzo Esparza admires Bernstein’s model. “We’re going to manage all the money in all these asset classes and if we don’t perform, you can go elsewhere.”

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The fintech company has served advisors for years as a digital custodian through its partnership with Apex Clearing.
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