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Finalis
A modern broker-dealer and deal tech platform for investment bankers, placement agents, and fintechs
About Finalis
Finalis is an investment banking platform designed to streamline deal management, compliance, and collaboration for financial professionals. The company serves investment banks, private equity firms, and other financial institutions by providing a comprehensive suite of tools that enhance efficiency and transparency in deal-making processes. Operating in the financial services market, Finalis employs a SaaS (Software as a Service) business model, generating revenue through subscription fees from its clients. The platform offers features such as deal tracking, regulatory compliance, and secure communication channels, ensuring that users can manage their transactions effectively and in accordance with industry standards. By focusing on trust, transparency, and collaboration, Finalis aims to make a positive impact in the investment banking sector.
Source: Dealroom company dataAt a glance
- Founded
- 2017
- Headquarters
- San Francisco, United States
- Sector
- Fintech
- Power Law
- Colt$25–100M revenue
Knowledge graph
More headlines
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed5 investors entered at this stage
ANIMO Ventures
Everywhere Ventures
Tribe Capital
Ulu Ventures
Chaac Ventures
Source: Dealroom Talent Intelligence.
Global footprint
across markets
Market sentiment
An AI-synthesised read of the highest-engagement posts about Finalis on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See Finalis on the full Dealroom platform
Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.