Mako Financial Technologies
Take manual out of wealth management with custom automation designed for your existing processes.
41 employees · est. 2018 · Montreal, Canada
SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning innovator of UMA technology and architect of the SMArtX and SMArtY TAMPs.
97 employees · est. 2018 · West Palm Beach, United Stat...
SMArtX Advisory Solutions is the larger of the two.
Side-by-Side Comparison
| Metric | Mako Financial Technologies | SMArtX Advisory Solutions |
|---|---|---|
| Founded | ||
| Founded | 2018 | 2018 |
| Headquarters | ||
| Headquarters | Montreal, Canada | West Palm Beach, United States |
| Employees | ||
| Employees | 41 | 97 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Information Technology | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Seed | Series D |
| Total Funding | ||
| Total Funding | $2.00M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Technology, Client Onboarding, Renewal Process, Digital Transformation, Cloud Solution, Finance Technology, Disruptive Cost, Montreal, Finance Experts, Technology Experts | Not tracked yet |
| Website | ||
| Website | makofintech.com | smartxadvisory.com |
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 dig...
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP) as well as SMArtY, the no cost manager sponsored strategist platform. Their unique technology solutions power some of the...
We will tell you when either one moves
BounceWatch watches Mako Financial Technologies and SMArtX Advisory Solutions for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Mako Financial Technol... and SMArtX Advisory Soluti... — by email.
Frequently Asked Questions
Compare Mako Financial Technologies with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Mako Financial Technologies on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.