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.
"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 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 …
"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 …
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