Makofintech

Workflow automation and digital onboarding software for wealth management firms and financial institutions

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Highlights

  • New on EvolcAdded 2026-11-14

About Makofintech

Mako Financial Technologies provides a configurable platform for client onboarding, renewals, investment workflows, forms and investor portals in wealth management. Its tools include digital ID verification, form validation and integrations with institutional systems.

Customers include portfolio managers, fund managers, investment dealers and financial institutions. Mako charges custom, subscription-based fees tied to feature adoption, advisors and forms processed, and may charge an onboarding fee for configuration and form digitization.

Founded in 2018, Mako is headquartered in Montreal, Canada. The company describes its team as small and offers remote work or access to its Montreal office.

Product: Configurable workflow automation software for wealth management onboarding, renewals, forms and investor portals.

Jobs at Makofintech

No open positions listed right now.

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Analytics

  • Google Tag ManagerMedium confidence
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Content management

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CRM & customer data

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Forms

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Hosting

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Marketing & advertising

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Recruiting

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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.