Strategic Alliance Mako has recently 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, presenting a direct cross-sell opportunity for client lifecycle and compliance automation.

Expansion Potential With a Montreal base and a platform aimed at democratizing digital wealth management for firms of varying sizes, there is potential to scale into additional markets and mid-sized asset managers seeking cloud-based onboarding, renewal, and investment workflows.

Digital Transformation Fit Mako’s cloud-first platform targets wealth management digitalization at a lower cost, aligning with firms seeking cost-effective modernization of client onboarding, KYC, and subscription processes—ideal for outbound campaigns to mid-market advisers and funds.

Funding & Growth Having secured seed financing and reporting revenue in the $10M–$25M range, Mako demonstrates growing product-market traction and cash flow potential, enabling conversations around expansion, customization, and additional modules.

Tech Stack Readiness Active use of common tools such as Stripe, GitHub, Jira, Webflow, and CRM/automation platforms indicates a ready-to-integrate technology partner for firms evaluating seamless onboarding, payments, and operational automation integration.