Exclusive Benefits Through
Our Strategic Partnerships

Powerful Partnerships To Support Our Customer Needs
At Finalis, our mission is to supercharge our customers' efforts. That's precisely why we partner with top-notch firms, helping our customers leverage the benefits of those partner’s solutions & services.

Finalis customers get discounts from
the partners listed below

01.
Education and Exam Preparation 

Offers deal execution support to entrepreneurs, M&A advisors, investment banks, and financial sponsors.

Offers comprehensive exam prep courses and materials for successful licensure.

Provides exam prep, professional development, and continuing education across industries.

Empowers success in securities exams with tools for both test day and your career.

02.
Marketing and Digital Services

A marketing agency specializing in website development, branding, SEO, email marketing, and more.

A studio specializing in designing, developing, and launching marketing websites.

03.
Strategic and Advisory Services

The AI-Powered Legal Operating System for the Private Markets.

Strategic advisors helping clients anticipate competition, navigate disruptions, and refine strategies.

04.
 Security and Compliance

The top-rated password and secrets manager for cybersecurity.

An SEC-registered firm for private companies, IPOs, and issuers on major stock exchanges.

05.
Deal Execution and Research

Empowers M&A professionals by harnessing AI to discover acquisition targets.

The most accurate family office database designed to assist with capital raising.

An AI-powered search and discovery engine built to simplify deal origination.

Their deal sourcing platform drives a continuous origination process from start to finish.

A platform connecting dealmakers with private companies, investors, and advisors.

A global enterprise offering diverse resource optimization services.

Dakota is a premier database for institutional and intermediary investors.