From fund managers to investment dealers and even custodians, Mako Fintech delivers significant value to its wealth management clients and that’s why they often refer other firms to use our services.
Available to all Mako Fintech customers regardless of account size or pricing tier
Referrals are eligible under this program for 12 months from the initial date of referral
Referrals should be made in writing with the form below
If the referral becomes a paying client, you will receive an email from our billing department within 90 days after their first invoice is paid informing you that your $2500 credit will be applied to your account.