Finalis logo — The world's fastest-growing dealmaking platform

Finalis

The world's fastest-growing dealmaking platform

Founded 2020 United States San Francisco, United States 134 employees Seed Total: $21.40M Financial Services, Fintech +1

General Information

Company Name Finalis
Founded Year 2020
Location United States San Francisco, United States +1
Employees 134
Industries Financial Services, Fintech, Information Technology
Funding Stage Seed
Social

Get notified when Finalis moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Finalis

Finalis, known as "The world's fastest-growing dealmaking platform," is redefining capital markets through innovation. Since its launch in 2020, this United States-based company has witnessed rapid growth by supercharging independent investment bankers, placement agents, and M&A advisors around the globe.

The company stands out with its powerful Deal Engine, which automates and accelerates the entire deal lifecycle. This feature facilitates seamless transaction execution, bolstered by cutting-edge, compliant workflows, and robust network connectivity. With Finalis Execute, users streamline their processes, while Finalis Connect links them with a growing network of over 600 professionals. The Payments solution further ensures secure, efficient financial transactions.

The company's last funding round—a $10.70M Seed investment in July 2022—was led by prominent investors including Animo Ventures, Ulu Ventures, Chaac Ventures, and Everywhere Ventures. Positioned in Financial Services, Fintech, and Information Technology, Finalis is on track to becoming the world’s largest dealmaking platform.

Taxonomy: dealmaking platform, capital markets, investment banking, M&A advisors, private securities, regulatory compliance, deal lifecycle automation, network of investment professionals, private placements, fintech marketplaces, compliance solutions, brokerage platform, private market dealmaking, alternative investment sponsors, white-labeled compliance

Services & Products

Regulatory Affiliation & Compliance
Deal Network
Workflow Automation
Proprietary Deal Flow
Broker-Dealer Registration Assistance
Industry Data and Insights

Target Customers

Investment Bankers Placement Agents Investors Issuers Financial Institutions

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Seed •••••• 4
Investor Investor Investor Investor
01 Jul 2022
Seed •••••• 5
Investor Investor Investor Investor Investor
01 Jul 2021
Seed •••••• 1
Investor
01 May 2020
Seed •••••• 1
Investor
01 Sep 2018

Finalis Alternatives & Competitors

Finalis vs
Floww
Floww United Kingdom

Streamlined fundraising and investment. The financial infrastructure for the private markets, all on...

Corporate Round
61 employees
Analytics, Financial Services

FAQ About Finalis

The world's fastest-growing dealmaking platform
Finalis was founded in 2020.
Finalis is headquartered in San Francisco, United States.
Finalis operates in the following industries: Financial Services, Fintech, Information Technology.
Finalis has approximately 134 employees.
Finalis has completed 4 funding rounds, raising a total of $21.40M. The latest funding stage is Seed.
Finalis offers: Regulatory Affiliation & Compliance, Deal Network, Workflow Automation, Proprietary Deal Flow, Broker-Dealer Registration Assistance, Industry Data and Insights.
Top alternatives and competitors to Finalis include Floww. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Finalis and Floww are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Finalis and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy

Book a demo 30 minutes