BANKERS
Build Your Business.
Close More Deals.
Finalis empowers investment bankers, M&A advisors and placement agents with the infrastructure, compliance support, and dealmaking network to scale your business — without giving up your independence.
A Commercially-Minded Partner for Modern Bankers
Whether you're an investment banker, M&A advisor, or placement agent, running your practice should never be a tradeoff between compliance and growth.
Connect with FinalisWe help you
Why Finalis
Stay Independent
Operate under your own brand with full autonomy — Finalis supports, not controls.
Get Compliant, Fast
Move swiftly through onboarding and compliance with AI-powered tools and a team of FINRA experts.
Close More Business
Gain access to investor pipelines, proprietary opportunities, and support from the Finalis Capital Markets team.
Backed by a Trusted Broker-Dealer
Backed by a Trusted Broker-Dealer, Finalis is a FINRA-registered Broker-Dealer with deep expertise in private capital markets.
“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 much larger institution.”
Yixin (Shing) Pan
XTVue, Inc.
Built for All Deal Professionals
Technology and tools to Drive Success
Capital Allocators Program
Warm investor intros
Finalis Connect
Network engagement + Deal referrals
Actions360™
Transparency + workflow visibility
Trusted by Hundreds of Bankers
830+
affiliated bankers across sectors
$205B+
in active deal volume
$22B+
in closed transactions
Trusted by 360+ leading financial institutions
Take Your Practice to the Next Level
Join the growing network of bankers, M&A advisors, and placement agents backed by Finalis.
