Mako Fintech Announces Launch of US Transfer Agency Business and Formation of Advisory Board

  • Service available today to public and private issuers

MONTREAL--()--Mako Fintech, a tech startup delivering next-generation software for securities transfer and administration, announced today that it has received approval from the Securities and Exchange Commission to operate as a securities transfer agent in the United States.

The transfer agency space has long been overdue for modernization. Legacy systems, low availability, high service costs and transaction delays have created a significant opportunity to move the industry forward through innovation. Mako is entering the transfer agency market with a streamlined, cloud-based SaaS service, offering centralized online voting, engaging investor communications and superior availability through smart automation.

“Speaking with customers, we realized that there was a huge disconnect between the service clients expected and the current standards in the transfer agency industry. We created Mako in order to close this gap and the reaction so far has been phenomenal,” said Raphael Bouskila, founder of Mako.

Mako’s transfer agency platform—available today to US public and private issuers—is designed to provide shareholders with modern reporting and easy, interactive service, while helping issuers reduce their risks, costs and reliance on external proxy voting and reporting services.

“The days of antiquated paper certificates and mail-in ballots are over. Today’s issuers and investors expect and deserve modern, interactive experiences.”

With the launch of its new SaaS offering, Mako has also strengthened its team by forming a Board of Advisors. Mako has brought together expert-level leaders from capital markets, business and law, to guide Mako’s decisions as it delivers on its strategic vision of modern financial systems.

The members of Mako’s Advisory Board are:

Glenn Goucher, former President of CDS, Canada’s central securities depository, and of CDCC, Canada’s central clearing counterparty for exchange-traded derivative products.

Mary Karamanos, former Chief HR Officer of the Business Development Bank of Canada (BDC), Canada’s entrepreneur-focused development bank, managing over $30 billion in assets.

Rodney Dobson, former President of ADP Canada, a leader in enterprise technology solutions.

Rick Ness, Managing Partner of Tactico, a private venture capital platform.

Dominique Ferst, Managing Partner at Ferst Capital Partners, one of Canada’s most active investors in the fintech space.

Jonathan Halwagi, Partner at Fasken Martineau DuMoulin LLP, where he is focused on asset management, fund structuring and operations.

Jayson Horner, Founder & CEO of CanDeal, Canada’s leading institutional platform for bond, money market and derivatives trading.

David Adderley and Tom Valis, Managing Partners of Celtic House Venture Partners, one of Canada’s longest-standing early-stage technology venture capital firms.

Frederic Latreille, Partner at YUL Ventures, an active venture capital group led by experienced entrepreneurs.

Doug Mitchell, Partner & Founder at IMK LLP, a leading boutique litigation firm.

To learn more about Mako and how smart securities automation can save issuers money and deliver shareholder value, visit

About Mako Fintech:

Mako Fintech is a tech startup focused on streamlining interactions between companies and their investors. Mako provides a superior user experience for investors, with an engaging platform for reporting, subscriptions and voting, and makes issuers’ lives easier by automating payments, accruals, and KYC compliance. Mako is a licensed transfer agent in the U.S., regulated by the Securities & Exchange Commission.

Founded in 2018, Mako is led by a team of serial entrepreneurs who have experience building innovative software solutions that modernize businesses, and running a wide range of financial products including hedge funds, private debt funds and environmentally-responsible green bonds. For more information, visit


David Knecht
VP Operations & Strategy

Release Summary

Mako Fintech announced today the launch of the USA's first SaaS transfer agency service, and the formation of a high-profile advisory board.

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David Knecht
VP Operations & Strategy