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.