Company intelligence
Mako Financial Technologies
Take manual out of wealth management with custom automation designed for your existing processes.
About Mako Financial Technologies
Mako Financial Technology launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly. Every player in the financial industry is experiencing digital transformation in their own way, and Mako uses this principle as its North Star. Mako's mission is to democratize the digitalization of wealth management by providing each firm with a cloud solution adapted to its unique workflow processes, and delivering it at a disruptively lower cost. Mako Fintech is headquartered in Montreal, Canada, and led by a team of finance and technology experts.
Verified activity
Signals from Mako Financial Technologies
2 published signals
Partnerships
Mako Financial Technologies officially joined the Federation of Independent Dealers as an affiliate and continues working closely with Canada's independent wealth management community.
Reported by Mako Financial Technologies
Presence & Recognition
Mako Financial Technologies is hosting a live meeting on September 15th at 1:00 PM ET featuring Gadi Rydlewicz as the host and Philippe Woo as the demo lead to walk through a live workflow for an end-to-end KYC refresh.
Reported by Mako Financial Technologies