Pricing based on your business goals

Finalis offers

Flexible pricing options (fixed
and variable)
Affordable broker-dealer
affiliation
Customizable for any size
business
Volume-based discounts

Complimentary

Ideal if you’re unregistered with FINRA, the timing to join a broker-dealer isn’t quite right, you want to receive an updated client-facing NDA annually or simply stay updated on how to compliantly engage in M&A, private placements, and alternative investments.

  • Fresh client-facing NDA delivered to you annually
  • Access the Finalis education library

Risk Free

Ideal for sole practitioners with variable deal-flow. Pay only when you close deals.

              Flat % on Commissions                 + No Monthly Fee

  • Broker dealer with 24/7 compliance and customer support teams
  • Deal Flow technology
  • Legal Template Library
  • Access Finalis education library
  • White-label option
  • Global reach
  • E&O insurance

Growth

Ideal for boutiques with steady deal-flow. Subscription-like model.

Volume % Discounts on Commissions + Monthly Fee

  • Broker dealer with 24/7 compliance and customer support teams
  • Deal Flow technology
  • Legal Template Library
  • Access Finalis education library
  • White-label option
  • Global reach
  • E&O insurance
  • Research Solutions   (coming soon)

Learn more and contact us


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