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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
Employees 134
Industries Financial Services, Fintech, Information Technology
Funding Stage Seed
Business Model Platform, B2B, Marketplace
Revenue Model Membership, Service Fee, Commission
Social

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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.

Business keywords: 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 $10.70M 4
Animo Ventures, Ulu Ventures +2
01 Jul 2022
Seed $10.70M 5
Animo Ventures, Ulu Ventures +3
01 Jul 2021
Seed Undisclosed 1
Animo Ventures
01 May 2020
Seed Undisclosed 1
Animo Ventures
01 Sep 2018

Finalis Alternatives & Competitors

View All Alternatives
Finalis vs
HUBX
HUBX United Kingdom

AI-enabled Global Private Capital Markets Platform - Find Investors - Access Exclusive Deals

Venture round
5 employees
Enterprise Software, Financial Services
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
Finalis vs
portagon
portagon Germany

The Leading Distribution Platform for Private Markets.

25 employees
Finance, 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 Financial Services, Fintech and Information Technology. Its work centres on dealmaking platform, capital markets, investment banking and M&A advisors. Its customers include Investment Bankers, Placement Agents and Investors.
Finalis has a Platform, B2B and Marketplace business model. Its revenue comes from Membership, Service Fee and Commission.
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 HUBX, Floww, portagon, Odilia GmbH, Sharegain. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Finalis and HUBX 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.

Source: BounceWatch company record for Finalis, https://www.bouncewatch.com/company/finalis, updated 30 April 2026. When citing, please name BounceWatch and link this page.

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