Mako Financial Technologies Tech Stack

Cloud platform automating wealth management client onboarding and renewals

Financial Services Montreal, Quebec 11–50 employees Privately Held

Mako Financial Technologies built a cloud-based automation platform for wealth management workflows, with a tech stack centered on Python, JavaScript, and JSON-driven form templating. The engineering-focused hiring mix (6 of 7 open roles) skews heavily junior, suggesting rapid scaling of delivery capability rather than architectural depth — a natural fit for a company handling accelerating client growth while simplifying back-office processes that were previously manual.

Tech Stack 11 technologies

Core StackPython JavaScript Jira GitHub Git VBA JSON PDF Chrome Edge Safari

What Mako Financial Technologies Is Building

◆Challenges

Simplify costly back-office procedures
Transition to cloud services
Scaling up engineering team
Rapid client growth
Requirements lost in transition

▲Active Projects

Client onboarding via json templates
Json template development for form logic
Pdf form adjustments
Customer onboarding
Pre-implementation phase
Business process reviews
Json template development for client onboarding
Bug analysis and resolution for post-launch clients

Hiring Activity

Accelerating7 roles · 4 in 30d

Department

Engineering

Support

Seniority

Junior

Mid

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About Mako Financial Technologies

Mako Financial Technologies provides a cloud platform designed to automate client onboarding, renewal, and investment workflows for wealth management firms. The product is built around JSON-based configuration and templating, allowing financial services firms to customize automation to their existing processes without heavy custom development. Headquartered in Montreal, the company is a privately held firm with 11–50 employees, currently scaling engineering capacity to meet growing demand from clients in the post-launch phase.

HeadquartersMontreal, Quebec

Company Size11–50 employees

Frequently Asked Questions

What tech stack does Mako Financial Technologies use?

Mako's core stack includes Python, JavaScript, JSON, and PDF handling, with development infrastructure built on Git, GitHub, and Jira. The JSON-centric approach enables customizable form logic and client onboarding templates.

What is Mako Financial Technologies working on?

Current projects focus on JSON template development for client onboarding and form logic, PDF form adjustments, business process reviews, and bug resolution for recently launched clients. Work includes both new client implementation and post-launch support.