Mako Financial Technologies
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Canada · 11-50 Employees
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Overview
Headquarters
4 Place Ville Marie Ste 300, Montreal, Q...Website
www.makofintech.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Mako Financial Technologies
Mako Financial Technologies is a financial technology platform that allows wealth managers to bring client onboarding, renewal, and investment online seamlessly. The company is based in Montreal, Quebec, Canada.Explore more
Mako Financial Technologies Org Chart
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Mako Financial Technologies financials insights
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2021
Angel/Seed
$2M
Mako Financial Technologies Tech Stack
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Mako Financial Technologies News & Media
Mako Fintech Announces Integration with Fidelity Clearing Canada: Enabling Wealth Firms to Drive Their Own Digital Journey
MONTREAL--(BUSINESS WIRE)-- #fintech--Mako Fintech, a leading wealth tech company, is announcing its digital onboarding platform is now available on the Fidelity Clearing Canada (FCC) platform. Combining Mako’s SaaS platform —— and FCC’s tech-driven custody and clearing services creates a powerful, integrated system for advisors to open new accounts, improve client experience, and grow their asset base. Complementing FCC’s services with Mako, portfolio managers and financial advisors can stay foMako Fintech and PortfolioAid Announce Strategic Partnership to Harmonize KYC & KYP
MONTREAL--(BUSINESS WIRE)-- #advisortech--Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance tecMako Fintech SOC 2 Certification Increases Institutional-Grade Security to Canadian Wealth Managers
MONTREAL--(BUSINESS WIRE)--Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has successfully completed the Service Organization Control (SOC) 2 Type 1 audit. The SOC 2 audit assesses the suitability, integrity, and effectiveness of an organization’s security, availability and confidentiality controls. “Wealth managers should have confidence that their data is safe, and they can count on us to meet their operational and compliancMako Fintech Selected by Ontario Securities Commission to Test Reimagined KYC Experience
MONTREAL--(BUSINESS WIRE)--Mako Fintech, a financial technology platform that automates wealth management processes, announced today it has been selected by the Ontario Securities Commission (OSC) to reimagine the KYC Refresh experience, as part of OSC TestLab, Ontario’s new capital markets testing environment. TestLab connects both market participants and technology providers to experiment, learn and improve their innovative solutions through testing with one another. In late 2021, the OSC gat
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Mako Financial Technologies is a financial technology platform that allows wealth managers to bring client onboarding, renewal, and investment online seamlessly. The company is based in Montreal, Quebec, Canada.... Read More
