Project Description

A broker-dealer with tech-enabled compliance and a customizable deal technology platform

Finalis’ embedded broker-dealer platform and deal flow technology enables investment banks, placement agents, and fintech companies to legally engage in a range of alternative investment transactions as intermediaries, thereby enabling them to receive deal commissions as a percentage of transaction values.

Finalis has a diverse and distributed global team of founders, engineers, attorneys, and compliance professionals. Headquartered in San Francisco with offices in New York City, Tampa, and Santiago, Chile, the team’s diversity enables an innovative perspective on building solutions for the deal flow ecosystem.