Finalis delivers global dealmakers a regulatory and back-office solution alongside a hassle-free deal management platform—so you can close deals easier, and faster.
Behind Finalis is a team of banking, compliance, data science, engineering and law experts dedicated to building solutions to streamline and supercharge your business.
Single sign-on access to the full Finalis platform
Efficiently manage your transaction workflows, deal collaborations, continuing education requirements, and communication with the Finalis team.
The platform has been an enabler for our business and we're excited to see what we can accomplish.
A.J. Krause
Co-Founder, Private Capital Transaction Advisors
Finalis to me feels like an online investment banking powerhouse. It allows me to assemble the best expert working teams to meet my clients’ various investment banking needs on a global basis.
Shing Pan
Managing Director, XTVue, LLC.
In Finalis we have found the best partner one could ask for. We are very appreciative of their dedication to our success.
Ximena Vaca
Founder and Managing Partner at Bexis Capital, LLC
The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a Goldman Sachs!
Billy Birzdell
Managing Director, Horatius Group
Any time I have an opportunity to share my thoughts about Finalis, I always say it’s been a great, 5-star, experience.
Justin Hand
Managing Director, Westcove Partners
The geek lawyer in me really values Finalis' Compliance team and what they do, and they've been really helpful with getting me on board. But it's been the same experience throughout, with its other teams.
Daniela Messina
Founder & Managing Member, Portside Capital Solutions
Finalis has been an outstanding partner every step of the way— willingness to be flexible, innovative approaches, and topnotch services, are just a few of the attributes we have experienced.