Your dealmaking partner

Finalis delivers global dealmakers a regulatory and back-office solution alongside a hassle-free management platform—so you can close deals easier, and faster.
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180+ firms trust Finalis

900 +

active deals

$ 19B +

active deal size

$3B+

sum of closed deals

Regulatory Solutions

Seamlessly manage your deals while being FINRA-compliant

Broker-dealer sponsorship
15a-6 chaperoning
Outsourced broker-dealer management
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Supported Transaction Types
Licences

Finalis Hub™

Our team manages the processes, data and services

Our proprietary Compliance Operations and Virtual Data Room dashboards ensure that dealmakers on our platform are on top of every requirement for their deal execution process.
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Finalis Marketplace™

Open your deals for collaboration and expand your reach with our network.

With the Finalis Marketplace™ you may open your deals for collaboration with other dealmakers on our platform—or find deals open to collaboration—vastly expanding the reach of your network.
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Hear from our community of dealmakers

We considered several broker-dealers before selecting Finalis as our compliance partner. They have continued to impress us with their accessibility, efficiency and commercial approach.
Sean Kelly
Fortitude Advisors
I'm really excited about what Finalis is building, from many different angles. One of them is this idea of aggregating like-minded bankers on a platform. I think that capital raising and investment writ large is very much a relationship-based industry; I think that we need more opportunities as bankers to connect with one another and to learn about each other's opportunities, and to build trust. I think Finalis is facilitating all that, with this platform.
Logan Yonavjak
Founder at Fuego Capital
Everyone I've met so far on the Finalis Marketplace platform shares the same culture and values, and know how to work and run their businesses. So whether it's someone small, like myself, or firms that are much bigger, it seems that we're all pretty like-minded, which I think is great and unique.
Daniela Messina
Founder and Managing Member at Portside Capital Solutions
Finalis has been an outstanding partner every step of the way— willingness to be flexible, innovative approaches, and topnotch services, are just a few of the attributes we have experienced.
Gary D. Rakan
Managing Partner | Vesticor Advisors
Your platform approach is resonating—you have built a technical service approach along with human interaction, which is very important in our business. This software-backed approach helps make it much easier for your clients to go about doing what they need to do.
Victor Culiuc
Uplift Partners

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your dealmaking partner

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