Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform. The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Finalis’ Deal Engine automates and accelerates every aspect of the deal life-cycle from start to finish on their deal life-cycle: from Execute, to Connect, through Payments with the market’s most attractive rates, resulting in substantial cost savings for our partners which leverage a growing global network of over 600 bankers. With Finalis Execute, customers effortlessly streamline dealmaking processes using cutting-edge, compliant, and technology-driven workflows, ensuring efficiency and accuracy throughout the entire deal lifecycle. With Finalis Connect, customers gain access to the industry’s fastest-growing network of professionals, including investment bankers, placement agents, M&A advisors, funds, and companies actively seeking new opportunities in the capital markets. With Payments, customers access a custom-built solution that delivers secure wire tracking, same-day processing, and expert regulatory compliance monitoring. Together, these solutions provide customers with unparalleled leverage and confidence in executing capital markets transactions. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
| Website | https://www.finalis.com/ |
| Revenue | $5.7 million |
| Employees | 137 (85 on RocketReach) |
| Founded | 2020 |
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| Industry | Investment Banking |
| Competitors | Morgan Stanley, Citi, Credit Suisse, Goldman Sachs, Deutsche Bank, Bank of America Merrill Lynch, J.P. Morgan, Evercore, Lazard, Barclay Investment Group Inc +41 more (view full list) |
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The Finalis annual revenue was $5.7 million in 2026.
Federico Baradello is the Founder and CEO of Finalis.
85 people are employed at Finalis.
Finalis is based in San Francisco, California.