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Corte Madera, CA, USA · New York, NY, USA


51-200 employees

founded in


Finalis is platform that helps private securities brokerages 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 private securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Mandate Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest private securities brokerage platform. For more information, please visit http://www.finalis.com or follow us on LinkedIn.

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