Finalis is the leading platform enabling 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.
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.
Location: United States, California, Corte Madera
Employees: 51-200
Founded date: 2018
Investors 5
| Date | Name | Website |
| - | Marin Sono... | msivfund.c... |
| - | Banyan Ven... | banyan-vc.... |
| 26.10.2023 | Enjoy The ... | enjoythewo... |
| - | Everywhere... | everywhere... |
| - | Enabling F... | enablingfu... |
Mentions in press and media 5
| Date | Title | Description |
| 20.01.2026 | Evvolve & Partners Formalizes ‘Evvolve Circle’ to Address Fragmentation in Private Market Co-Investment | Share Share Share Share Email Evvolve & Partners recently launched the Evvolve Circle, an invitation-only investment group that provides access to shared opportunities, insights, and resources while addressing the needs of family office... |
| 04.01.2023 | Experience the Future of Investment Banking with Finalis | Finalis.com Finalis, a rapidly growing investment-banking-as-a-service platform for dealmakers, recently launched its state-of-the-art platform, Finalis Marketplace™. With growing investment volumes, dealmakers across the globe are increasi... |
| 13.12.2022 | MSIV Raises $6.6 Million To Back Marin + Sonoma Startups | MSIV is executing on a long-term vision to usher in a new era of North Bay economic prosperity CORTE MADERA, Calif. (PRWEB) December 13, 2022 Marin Sonoma Impact Ventures (MSIV) today announced the formal launch and final closing of the Nor... |
| 07.07.2022 | Exclusive: Meta veteran David Fischer makes a move into venture capital | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. After more than 11 years at Facebook—or, more recently, Meta, where he ultimately climbed to Chie... |
| - | Finalis raises $10.7m for global expansion | Finalis has raised $107 million in seed funding for its investment banking platform that helps private market participants execute deals compliantly. Animo Ventures, Chaac Ventures, Ulu Ventures, Tribe Capital and The Fund joined the round,... |