Finalis

www.finalis.com

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

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Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

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Country

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State

California

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City (Headquarters)

San Francisco

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Employees

11-50

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Founded

2020

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Potential Decision Makers

  • Chief Operations Officer and Gc

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Compliance

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Capital Markets

    Email ****** @****.com
    Phone (***) ****-****
  • International Business Manager

    Email ****** @****.com
    Phone (***) ****-****

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