Boutique investment banks
Build Your Business.
Close More Deals.
You’re a proven firm with momentum — and you need a partner who can scale with you. Finalis empowers boutique investment banks, advisors, and placement agents with the infrastructure, compliance support, and deal-making network to grow your business without giving up independence.
A Commercially-Minded Partner for Modern Bankers
Whether you're an investment banker, M&A advisor, or placement agent, running your practice should never be a tradeoff between compliance and growth.
Grow with FinalisWe help you
Why Finalis
Stay Independent
Operate under your own brand with full autonomy — Finalis supports, not controls.
Close More Business
Move swiftly through onboarding and compliance with AI-powered tools and a team of FINRA experts.
Stay Independent
Gain access to investor pipelines, proprietary opportunities, and support from the Finalis Connect and Allocators programs.
Backed by a Trusted Broker-Dealer
Finalis is a FINRA-registered Broker-Dealer with deep expertise in private capital markets.
“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 much larger institution.”
Yixin (Shing) Pan
XTVue, Inc.
Trusted by Hundreds of Bankers
830+
affiliated bankers across sectors
$205B+
in active deal volume
$22B+
in closed transactions
Trusted by 360+ leading financial institutions
Take Your Practice to the Next Level
Join the growing network of independent bankers backed by Finalis.
