Mako Financial Technologies

Mako Financial Technologies is a Montreal-based fintech company founded in 2018, specializing in workflow automation solutions for the wealth management industry. The company aims to enhance digital client onboarding, renewals, investments, and compliance processes. Mako's platform features real-time automation of Know Your Client (KYC) workflows, a centralized admin portal, and client engagement tools that ensure compliance and improve operational efficiency.

Headquartered in Montreal, Mako has raised $1.59 million in Seed VC funding and operates with a focus on security and operational excellence. The company has formed strategic partnerships with SGGG Fund Services Inc. and Aviso Wealth to modernize subscription and KYC processes, further integrating its solutions into the wealth management ecosystem. Mako's offerings are designed to streamline operations for portfolio managers, fund managers, investment dealers, and financial institutions.