Makofintech
Workflow automation and digital onboarding software for wealth management firms and financial institutions
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.
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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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- Integration code on pageinline script loader
- Microsoft ClarityMedium confidence
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- Integration code on pageinline script loader
Content delivery
- FastlyHigh confidence
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- Response headerx-served-by
- Response headerx-served-by
- Response headerx-served-by
Content management
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
CRM & customer data
- HubSpotHigh confidence
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- Website resourcedeclared script/iframe or software asset
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- Website resourcedeclared script/iframe or software asset
Forms
- Google reCAPTCHAHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- AWSHigh confidence
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- Website resourcedeclared script/iframe or software asset
- nginxHigh confidence
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- Response headerserver
- Response headerserver
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Marketing & advertising
- ActiveCampaignHigh confidence
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- Website resourcedeclared script/iframe or software asset
- LinkedIn InsightMedium confidence
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- Integration code on pageinline script loader
Recruiting
- BambooHRHigh confidence
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- Website resourcedeclared script/iframe or software asset
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.