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Compliance should support growth, not slow it down. Finalis helps independent dealmakers operate efficiently and confidently with fully-integrated compliance and dealflow infrastructure. We serve elite M&A advisors and placement agents. Finalis combines compliance, operational support, and dealflow infrastructure in one platform. Advisors receive hands-on support from experienced professionals. Our model is built to help you scale quickly and efficiently. Independent firms need flexibility without sacrificing standards. Finalis provides institutional-grade support with an independent mindset. Dealmakers stay focused on relationships and execution.

Website https://www.finalis.com/
Revenue $5.7 million
Employees 141 (74 on RocketReach)
Founded 2020
Technologies
Industry Investment Banking
Competitors J.P. Morgan, Bank of America Merrill Lynch, Citi, Goldman Sachs, Morgan Stanley, Barclays Private Bank, Deutsche Bank, Credit Suisse, Lazard, Evercore +41 more (view full list)

Finalis Questions

The Finalis annual revenue was $5.7 million in 2026.

Federico Baradello is the Founder and CEO of Finalis.

74 people are employed at Finalis.

Finalis is based in San Francisco, California.

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