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Mako Financial Technologies logo — Take manual out of wealth management with custom automation...

Mako Financial Technologies

Take manual out of wealth management with custom automation designed for your existing processes.

Founded 2018 Canada Montreal, Canada 41 employees Seed Total: $2.00M Financial Services, Fintech +1

General Information

Company Name Mako Financial Technologies
Founded Year 2018
Location Canada Montreal, Canada
Employees 41
Industries Financial Services, Fintech, Information Technology
Funding Stage Seed
Social

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About Mako Financial Technologies

Mako Financial Technologies, founded in 2018, is a Montreal-based disruptor in the financial services sector. The company’s slogan, "Take manual out of wealth management with custom automation designed for your existing processes.", reflects its mission to revolutionize wealth management through digital transformation.

Mako's innovative platform simplifies processes like client onboarding and investment handling by enabling seamless integrations into existing tech infrastructures. The company's value proposition lies in offering customized cloud solutions that enhance operational efficiency at a reduced cost—democratizing digital access for financial firms.

In its latest funding round on August 3, 2021, Mako secured a $2.00M Seed Round investment. Backers include industry powerhouses like Mary Karamanos, Rodney Dobson, Glenn Goucher, and Desjardins Venture Capital. Positioned at the intersection of Finance, Fintech, and Information Technology, Mako is poised for significant growth and stands out as an attractive opportunity for investors seeking to support digital innovation in financial services.

Business keywords: Wealth management, Financial technology, Client onboarding, Renewal process, Digital transformation, Cloud solution, Finance technology, Disruptive cost, Montreal, Finance experts, Technology experts

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $2.00M 4
Mary Karamanos, Rodney Dobson +2
03 Aug 2021
Seed Round Undisclosed 1
ProMontreal Entrepreneurs
30 Jan 2019

Mako Financial Technologies Alternatives & Competitors

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Mako Financial Technologies vs
ammonite
ammonite United Kingdom

ammonite technology is reshaping the delivery of financial advice, making it affordable and accessib...

Corporate Round
10 employees
Financial Services, Fintech
Mako Financial Technologies vs

Malaa is a personal wealth management app that enables you to make better financial decisions #SaveB...

Seed
41 employees
Analytics, Financial Services
Mako Financial Technologies vs
swissQuant
swissQuant Switzerland

Driving the digital future of financial services worldwide with our innovative solutions and proven...

62 employees
Financial Services, Information Technology

FAQ About Mako Financial Technologies

Take manual out of wealth management with custom automation designed for your existing processes.
Mako Financial Technologies was founded in 2018.
Mako Financial Technologies is headquartered in Montreal, Canada.
Mako Financial Technologies operates in Financial Services, Fintech and Information Technology. Its work centres on Wealth management, Financial technology, Client onboarding and Renewal process.
Mako Financial Technologies has approximately 41 employees.
Mako Financial Technologies has completed 2 funding rounds, raising a total of $2.00M. The latest funding stage is Seed.
Top alternatives and competitors to Mako Financial Technologies include ammonite, Malaa Technologies, swissQuant , Elinvar, Tontine Trust. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Mako Financial Technologies and ammonite are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Mako Financial Technologies, https://bouncewatch.com/company/mako-financial-technologies, updated 28 July 2026. When citing, please name BounceWatch and link this page.

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