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Mako Fintech

Mako Fintech

Private

Last Round

Seed

Oct 14, 2025

Total Funding Raised

$17.95M

Company Overview

Mako Fintech is a financial software company that provides a cloud-based platform designed to automate and digitize wealth management workflows.

Sector

FinTech

Verticals

Wealth Management, Workflow Automation, Compliance & Risk, Document Management

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth management softwaredigital onboardingworkflow automationaccount openingfintechcompliance automationAPI integrationSaaSdocument automationregtechback-office automationwealthtechknow your customerKYCclient portal

Historical Pricing

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Mako Fintech Comps

Public and private peers based on sector, stage, and business model.

Mako Fintech comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Mako Fintech Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedOct 14, 2025
SeedAug 12, 2025
SeedAug 3, 2021
Pre SeedFeb 9, 2019

Key People

Founding team and executive leadership

Raphael Bouskila

CEO

Executive Team

David Kleiman

Chief Technology Officer, VP Of Software Engineering

Executive Team

Shawn Prodgers

COO CFO

Executive Team

Mako Fintech Investors

Notable investors and investment history

Mako Fintech investors
InvestorRounds
Torch CapitalSeed
FlybridgeSeed
Khosla VenturesSeed
M13Seed
Parable VCSeed
Desjardins CapitalSeed
Menlo VenturesSeed

Mako Fintech Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Mako Fintech Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersMontreal
Employee Range59
Year Founded2018
Last FundingOct 14, 2025

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