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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 1027 reference ratings
4.8/5.0 (1027)

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."

  • “The Finalis team brings customized digital assistance as standard — and it’s super streamlined. They just get it. Honestly, if you’re looking at technology and where it’s headed, Finalis is …

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

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