Mako Fintech
PrivateLast Round
Seed
Oct 14, 2025
Total Funding Raised
$17.95M
Momentum
Top 25%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Mako Fintech Comparables
Compare Mako Fintech with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Flow Advisor Solutions Inc. | 85% | |
| OneVest | 81% | |
| Skience | 77% | |
Mako Fintech Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 14, 2025 | ||||
| Seed | Aug 12, 2025 | ||||
| Seed | Aug 3, 2021 | ||||
| Pre Seed | Feb 9, 2019 |
Key People
Founding team and executive leadership
Mako Fintech Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Torch Capital | Seed |
| Flybridge | Seed |
| Khosla Ventures | Seed |
| M13 | Seed |
| Parable VC | Seed |
| Desjardins Capital | Seed |
| Menlo Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Open roles increased to 27, 4.1x the trailing average.
- Oct 14, 2025
$7.1M round led by Menlo Ventures
Mako Fintech Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Mako Fintech's valuation, stock price, and market status.