Pricing based on your business goals
Finalis offers
Flexible pricing options (fixed
and variable)
and variable)
Affordable broker-dealer
affiliation
affiliation
Customizable for any size
business
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
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)