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Security & compliance
The vendor hasn’t added security or compliance details yet.
Compliance and deal OS for boutique investment banks.
Pricing
Custom quote
Founded
2020
Team size
51-200 employees
Headquarters
New York, NY
Preview from finalis.com
At a glance
Best for
Compliance Officers
Pricing model
Custom quote
About Finalis
Finalis is a broker-dealer compliance and deal-management platform for independent investment bankers, M&A boutiques and placement agents. It bundles regulated broker-dealer affiliation and compliance workflows (approvals, diligence, documentation, payments) with a data room, deal-status tracking, and a deal-origination network. It lets independent dealmakers transact capital raises and M&A under regulatory cover without operating their own broker-dealer.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Finalis
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