Mako Fintech
PrivateLast Round
Seed
Oct 14, 2025
Total Funding Raised
$17.95M
Momentum
Top 50%
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
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Mako Fintech's valuation, stock price, and market status.
Is Mako Fintech a public or private company?
Mako Fintech is a private company.
What is the current stock price of Mako Fintech?
Mako Fintech is a private company with no public stock price. No recent secondary market data is available.
How much is Mako Fintech worth (valuation)?
Valuation information for Mako Fintech is not publicly available.
Can I buy Mako Fintech stock?
Mako Fintech shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Mako Fintech's last funding round?
Mako Fintech's most recent funding round was Seed on August 12, 2025.
Who are the main investors in Mako Fintech?
Key investors in Mako Fintech include M13, Desjardins Capital.
Will Mako Fintech IPO soon?
No public IPO plans have been announced for Mako Fintech.
How can I track Mako Fintech secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Mako Fintech's secondary market activity and sign up for updates.