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 |
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| 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) |
Looking for a particular Finalis employee's phone or email?
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.