Powering
dealmakers®

Finalis delivers global dealmakers a regulatory and back-office solution alongside a hassle-free deal management platform—so you can close deals easier, and faster.
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Technology-Enabled Broker-Dealer Platform
White-Labeled Regulatory Affiliation Solution
White-Glove Customer Service
Digital-First Experience
Hassle-Free Deal Management Solution
Industry-Leading Speed
High-Value Financial Community
Unrivaled Brokerage Fees
300+ firms trust Finalis

Discover why Finalis is the world's fastest growing dealmaking platform

We ensure that you operate legally and compliantly, while providing you the tools to independently scale your business.

Affiliate & Comply

Receive compliance review and approvals at the speed of your business.

Collaborate & Grow

Unlock new deal flow and collaboration opportunities.

Gain Insights

Access custom research solutions to support your team.

Your dealmaking partner

Providing a platform supercharging dealmakers from start to finish on their
deal life-cycle: from workflow, to connect, through ledger.
Workflow

Provides bankers access to compliant tech-driven workflows, freeing them up to focus on their business priorities.

Connect

Unlocks revenue opportunities with an unprecedented network of dealmakers and opportunities.

Ledger

Delivers leverage and confidence with secure wire tracking, same-day processing, expert regulatory compliance monitoring, and insurance coverage.

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Designed with you in mind

Behind Finalis is a team of banking, compliance, data science, engineering and law experts dedicated to building solutions to streamline and supercharge your business.

Single sign-on access to the full Finalis platform

Efficiently manage your transaction workflows, deal collaborations, continuing education requirements, and communication with the Finalis team.
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Hear from our community of dealmakers

Finalis to me feels like an online investment banking powerhouse. It allows me to assemble the best expert working teams to meet my clients’ various investment banking needs on a global basis.
Shing Pan
Managing Director, XTVue, LLC.
In Finalis we have found the best partner one could ask for. We are very appreciative of their dedication to our success.
Ximena Vaca
Founder and Managing Partner at Bexis Capital, LLC
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!
Billy Birzdell
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.
Justin Hand
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.
Daniela Messina
Founder & Managing Member, Portside Capital Solutions
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.
Gary D. Rakan
Managing Partner, Vesticor Advisors

Learn how Finalis can be
your dealmaking partner

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