Insights

Digital Transformation Expertise Mako Financial Technologies specializes in providing cloud-based digital onboarding and wealth management solutions, making it an ideal partner for firms seeking to modernize their client engagement processes.

Growth and Funding With recent seed funding of over 1.6 million CAD and revenue between 10 to 25 million dollars, Mako is positioned for expansion and can offer scalable solutions to mid-sized financial services firms.

Industry Focus Targeting wealth management companies, Mako's platform aligns with industry trends toward automation and digital client experiences, presenting opportunities to serve firms looking to stay competitive.

Technology Stack Leveraging modern technologies like Ruby, Cloudflare, and Google Analytics, Mako can integrate with and enhance existing financial infrastructure, appealing to firms aiming for robust, secure digital solutions.

Market Positioning Mako's emphasis on democratizing wealth management technology at lower costs makes it attractive to smaller to mid-sized firms seeking affordable digital transformation options in a competitive landscape.

Mako Financial Technologies Tech Stack

Mako Financial Technologies uses 8 technology products and services including Amazon S3, Google Maps, Webflow, and more. Explore Mako Financial Technologies's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Google Maps
    Maps
  • Webflow
    Page Builders
  • Google
    Search Engines
  • HSTS
    Security
  • YouTube
    Video Players
  • Google Search Console
    Web Analytics
  • Phusion Passenger
    Web Servers

Mako Financial Technologies's Email Address Formats

Mako Financial Technologies uses at least 1 format(s):
Mako Financial Technologies Email FormatsExamplePercentage
FLast@makofintech.comJDoe@makofintech.com
89%
First@makofintech.comJohn@makofintech.com
7%
Last@makofintech.comDoe@makofintech.com
4%

Frequently Asked Questions

Where is Mako Financial Technologies's headquarters located?

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Mako Financial Technologies's main headquarters is located at 5 Place Ville-marie 3rd Floor Montreal, Quebec h3b 2e7 Canada. The company has employees across 1 continents, including North America.

What is Mako Financial Technologies's official website and social media links?

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Mako Financial Technologies's official website is makofintech.com and has social profiles on LinkedInCrunchbase.

What is Mako Financial Technologies's NAICS code?

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Mako Financial Technologies's NAICS code is 52 - Finance and Insurance.

How many employees does Mako Financial Technologies have currently?

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As of June 2026, Mako Financial Technologies has approximately 59 employees across 1 continents, including North America. Key team members include Ceo: R. B.Coo & Cfo: S. P.Chief Technology Officer: D. K.. Explore Mako Financial Technologies's employee directory with LeadIQ.

What industry does Mako Financial Technologies belong to?

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Mako Financial Technologies operates in the Financial Services industry.

What technology does Mako Financial Technologies use?

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Mako Financial Technologies's tech stack includes Amazon S3Google MapsWebflowGoogleHSTSYouTubeGoogle Search ConsolePhusion Passenger.

What is Mako Financial Technologies's email format?

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Mako Financial Technologies's email format typically follows the pattern of FLast@makofintech.com. Find more Mako Financial Technologies email formats with LeadIQ.

How much funding has Mako Financial Technologies raised to date?

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As of June 2026, Mako Financial Technologies has raised $1.6M in funding. The last funding round occurred on Aug 03, 2021 for $1.6M.

Mako Financial Technologies

Financial ServicesQuebec, Canada51-200 Employees

Mako Financial Technologies is a Montreal-based financial services company that launched a platform in 2018 to digitize core wealth-management workflows. The cloud-based solution enables firms to conduct client onboarding, renewals, and investment activity online, supporting the broader digital transformation of the industry. The platform is designed to adapt to each firm’s unique processes and to deliver these capabilities at a lower cost than traditional approaches. The company is led by professionals with backgrounds in finance and technology.

Its customers include wealth managers, fund issuers, advisors, and managers seeking to streamline front- and back-office tasks. In 2025, Mako announced a strategic alliance with SGGG Fund Services to modernize and streamline subscription and KYC processes for fund issuers, advisors, and managers in the US and Canada.

Section iconCompany Overview

Headquarters
5 Place Ville-marie 3rd Floor Montreal, Quebec h3b 2e7 Canada
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $1.6M

    Mako Financial Technologies has raised a total of $1.6M of funding over 2 rounds. Their latest funding round was raised on Aug 03, 2021 in the amount of $1.6M.

  • $10M$25M

    Mako Financial Technologies's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $1.6M

    Mako Financial Technologies has raised a total of $1.6M of funding over 2 rounds. Their latest funding round was raised on Aug 03, 2021 in the amount of $1.6M.

  • $10M$25M

    Mako Financial Technologies's revenue is estimated to be in the range of $10M$25M

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