Grow With Us

Launching a successful business doesn't happen overnight. Markets are cyclical. Deals take years. And there's a learning curve.

Whether you're launching your own firm, a seasoned operator, or an international M&A firm looking for US compliance support, we'll work with you to structure a pricing plan aligned to your business needs.

Flexible Pricing Options

Our pricing model is based on subscription fees plus deal commissions, customized to meet the size and maturity of your business.

Finalis makes firms

  • Safer
    Regulatory affiliation with broker-dealer
    Trusted compliance expertise
    Compliance technology infrastructure

  • Faster
    One Connected Technology Environment
    Dedicated Customer Success Manager
    Built-in Data Rooms
    Experienced Live Deal Support

  • Smarter
    Status Tracking On Live Deals
    Real-Time Data Room Analytics
    Resources and Templates Library
    Ongoing Regulatory Admistration

  • More Profitable
    Streamlined infrastructure
    Premium tools at institutional pricing
    Deal origination and collaboration opportunities
    Pricing that scales with you

Please tell us more about yourself:

Form

Finalis helps firms reduce regulatory risk and operate productively. Join our community

  • First Name*
  • Last Name*
  • Email*
  • Company Name*
  • Phone Number*

Title*

Are you currently working on a deal?

  • Yes, actively
  • Starting soon (3-6 months)
  • No

Do you have a CRD number?

  • Yes
  • No
  • Currently getting one
  • I used to have one and need to renew or find
  • I am sending an inquiry for someone else with a CRD number
  • Unsure what that is

Finalis needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Get a Demo

reCAPTCHA

protected by reCAPTCHA
Recaptcha requires verification.

Select all images with bicycles Click verify once there are none left

Please try again.

Please select all matching images.

Please also check the new images.

Please select around the object, or reload if there are none.

Verify

Join Finalis

Connect with Us