Thank you for your interest in partnering with Finalis for U.S. chaperoning under Rule 15a-6. We kindly request the following information for our compliance team to conduct their corporate level review.
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There are real-estate professionals on the platform that I have engaged with to pitch in a month-long bakeoff with other investment banks, and because both of us met through the Finalis Marketplace, we won the mandate.
Managing Director at Horatius Group
The most banker friendly broker-dealer team I have ever worked with. Utmost professionalism with a friendly personal touch. Easy to use, well-designed online platform.
Deep Impact Capital
Finalis looks for ways to partner with us above and beyond the standard broker/dealer partnership. We consistently look to them for compliance guidance, legal advice, and help with contract issues.