Powering
dealmakers®

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.
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Technology-Enabled Broker-Dealer Platform
White-Labeled Regulatory Affiliation Solution
White-Glove Customer Service
Digital-First Experience
Hassle-Free Deal Management Solution
Industry-Leading Speed
High-Value Financial Community
Unrivaled Brokerage Fees
350+ firms trust Finalis

Discover why Finalis is the world's fastest growing dealmaking platform

We ensure that you operate legally and compliantly, while providing you the tools to independently scale your business.

Affiliate & Comply

Receive compliance review and approvals at the speed of your business.

Collaborate & Grow

Unlock new deal flow and collaboration opportunities.

Gain Insights

Access custom research solutions to support your team.

Your dealmaking partner

Providing a platform supercharging dealmakers from start to finish on their
deal life-cycle: from workflow, to connect, through ledger.
Execute

Provides bankers access to compliant tech-driven workflows, freeing them up to focus on their business priorities.

Connect

Unlocks revenue opportunities with an unprecedented network of dealmakers and opportunities.

Payments

Delivers leverage and confidence with secure wire tracking, same-day processing, and expert regulatory compliance monitoring.

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Designed with you in mind

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.
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Choose your plan

Hear from our community of dealmakers

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

Learn how Finalis can be
your dealmaking partner

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