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Finalis

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 Deal Management Software

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.

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Customer Rating Review Score based on 1018 reference ratings
4.8/5.0 (1018)

11Testimonials

  • "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 …

  • "Working with Finalis has been key to our success as a firm. The team has been incredibly responsive and agile in supporting our mandates and our growth as a business. …

  • "Finalis´ compliance team is thorough, and their technology team very helpful in guiding through a user friendly platform."

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Additional Finalis Information & Resources

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