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.
"Finalis is a very engaged partner and we enjoy working with them. We just completed our first year and have signed our second year contract. Finalis looks for ways to partner with us above and beyond the standard broker/dealer partnership."
Read Finalis Reviews, Testimonials & Customer References from 11 real Finalis customers.