Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.
"It’s been a great experience working with both the Finalis Platform and the team behind it. We looked at dozens of solutions and with Finalis, we were able to quickly mobilize across our entire investment banking practice. We are super happy."


Read Finalis Reviews, Testimonials & Customer References from 11 real Finalis customers.