Our team is always ready to help get you on board or answer any questions with their decades of experience in compliance, banking and law from Bank of America, J.P. Morgan, BBVA, Raymond James, Kirkland & Ellis, Accenture, Cabrera Capital Markets, Duncan-Williams, D.A. Davidson & Co., Ameriprise Financial, and more.
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.