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.

Become our partner

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

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

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.

Learn about the platform

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, within the Finalis Hub™.

Learn about the platform

See pricing

Hear from our community of dealmakers

In Finalis we have found the best partner one could ask for. We are very appreciative of their dedication to our success.

Ximena Vaca

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!

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

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.

Sean Kelly

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.

Gary D. Rakan

Managing Partner, Vesticor Advisors

Powering
dealmakers^™