In Finalis we have found the best partner one could ask for. We are very appreciative of their dedication to our success.
Managing Director & Head of Capital Markets, Epsilon Acquisition Services
The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a Goldman Sachs!
Managing Director, Horatius Group
Any time I have an opportunity to share my thoughts about Finalis, I always say it’s been a great, 5-star, experience.
Managing Director, Westcove Partners
The geek lawyer in me really values Finalis' Compliance team and what they do, and they've been really helpful with getting me on board. But it's been the same experience throughout, with its other teams.
Founder & Managing Member, Portside Capital Solutions
We considered several broker-dealers before selecting Finalis as our compliance partner. They have continued to impress us with their accessibility, efficiency and commercial approach.
Founder & CEO, Fortitude Advisors
Finalis has been an outstanding partner every step of the way— willingness to be flexible, innovative approaches, and topnotch services, are just a few of the attributes we have experienced.