Read 11 Finalis reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Finalis as their undefined

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.

Show more
  • 11TestimonialsView
  • No
    Case Studies Yet
    Case Studies
  • No
    Videos Yet
    Customer Videos
Customer Rating Review Scorebased on 661 reference ratings
4.8/5.0 (661)

11Testimonials

  • "Finalis has been an outstanding partner every step of the way. A willingness to be flexible and innovation in approach are just two of the attributes we have experienced."

10 more testimonialscurrently locked

Additional Finalis Information & Resources

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