Building the world’s largest securities brokerage platform, together.

The founding story of Finalis was premised on a simple observation: dealmakers deserve a technology platform to close more deals faster with technology and trust. Our founder was a deal attorney at a top global law firm in San Francisco supporting private equity funds with technology company buy-outs, but ironically using 30 year-old tech to manage and close those transactions. This made no sense, particularly given the changing of the guard in the industry, with more digital natives than ever before running deal processes.
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Finalis is comprised of product experts, engineers, bankers, attorneys and compliance officers based across the United States, Latin America, Europe, and Asia. We came together to build a company and culture in which trust is no mere buzzword, but a daily, lived experience–it is, after all, the fundamental virtue on which regulatory compliance stands, and without which it fails. Accompanying that trust with a boundless passion, proactivity, stewardship and a desire to challenge conventional wisdom, "Finalists" (as we've come to call ourselves) have since built a category-creating technology platform for dealmakers globally.