It has been amazing to use the Marketplace—great collaboration with other affiliates to represent a formidable team. I am excited about what's been built and what is forthcoming.
Managing Partner, Clear Glass Capital
I'm very happy Finalis introduced a sharing tool between bankers. I've already connected with over six bankers to collaborate on deals which greatly improves the timing and outcome. I look forward to future interactions through this portal!
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.