Mako Financial Technologies

Mako Financial Technologies

  • Founded in 2018
  • 11-50 Employees
  • Seed Round on 2021-08

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About Mako Financial Technologies

Mako Financial Technologies is a company specializing in digital onboarding, workflow automation, and client engagement for the wealth management industry. Mako automates onboarding and administrative processes to enhance client experiences, streamline operations, and ensure compliance for portfolio managers, fund managers, investment dealers, and financial institutions. They offer customizable solutions that preserve firms' unique processes and branding while reducing manual effort, particularly in document handling and Know Your Customer (KYC) processes. Mako aims to transform traditional wealth management processes by implementing state-of-the-art security, reducing client onboarding time, and minimizing costs and risks.