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About Finalis
Industries
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Seed
Total Funding
$20.8M
Headquarters
Sausalito, California
Founded
2017
Overview
Finalis provides an investment banking platform that helps financial professionals manage deals more effectively. The platform includes tools for deal tracking, ensuring regulatory compliance, and facilitating secure communication among users. By using a subscription-based model, Finalis offers its services to investment banks, private equity firms, and other financial institutions. What sets Finalis apart from its competitors is its strong emphasis on trust and transparency, which enhances collaboration during the deal-making process. The company's goal is to improve efficiency and transparency in the investment banking sector.
Simplify's Take
What believers are saying
- Growing demand for digital deal management platforms enhances Finalis's market potential.
- Rising adoption of SaaS models supports Finalis's scalable and cost-effective solutions.
- Expansion of fintech partnerships boosts Finalis's integration of innovative technologies.
What critics are saying
- Emerging fintech platforms may erode Finalis's market share.
- Continuous updates are needed to keep up with rapid technological advancements.
- Economic downturns could reduce deals processed through Finalis, impacting revenue.
What makes Finalis unique
- Finalis offers a unified white-labeled broker dealer platform for seamless dealmaking.
- The platform provides real-time collaboration without revealing clients' identities.
- Finalis addresses fragmented banking infrastructure with advanced financial technology.
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Funding
Total Funding
$20.8M
Above
Industry Average
Funded Over
1 Rounds
Industry standards
Benefits
Remote Work Options
Performance Bonus
Phone/Internet Stipend
Unlimited Paid Time Off
Paid Vacation
Professional Development Budget
Health Insurance
Vision Insurance
Dental Insurance
401(k) Retirement Plan
Paid Family Leave
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↓ -2%2 year growth
↓ -6%BOSTON - MARCH 04, 2024 - Fuld & Company, an expanding research, analytics, and advisory consultancy, is pleased to announce a strategic partnership with Finalis, the world's fastest-growing dealmaking platform.
Wednesday, 4 January 2023, 21:32 HKT/SGT Share:Source: Finalis Experience the Future of Investment Banking with Finalis The Finalis Marketplace enables independent investment banks to source deal flowin an easy-to-use, real-time technology-enabled platformSAN FRANCISCO and NEW YORK , Jan 4, 2023 - (ACN Newswire) - Finalis, a rapidly growing investment-banking-as-a-service platform for dealmakers, recently launched its state-of-the-art platform, Finalis Marketplace. The platform allows investment bankers, placement agents and M&A advisors to offer, find and promote deal collaboration with other dealmakers in real-time without the risk of revealing their clients' identity.Finalis provides a unified white-labeled broker dealer platform that ensures a seamless experience for dealmakers. Sourcing, distributing, and executing deals at a faster rate has become a reality with Finalis Marketplace.Founded by banking, compliance, data science, engineering and law experts, Finalis addresses a fragmented and rigid banking infrastructure that has not yet benefited from major advances in financial technology."With growing investment volumes, dealmakers across the globe are increasingly in search of a single platform that enables them to get complex transactions done as quickly and as cleanly as possible," said Finalis Founder and CEO Federico Baradello. "Finalis empowers dealmakers to win more mandates and close more deals. The Marketplace will become the go-to platform for all mid- to small-sized investment banks, businesses and global funds to promote, distribute and find opportunities in the private markets. We look forward to growing and enhancing the platform for bankers and our clients to capture more value and get the exposure they deserve.""Finalis Marketplace is a game-changer for affiliates like me on the platform
Finalis Marketplace launched its beta version on March 21, 2022, has received great feedback and achieved outstanding results with over 600 deals in the platform, 250+ collaboration requests, with a total of $3 billion+ in deal transaction value open to collaboration.
Xelix, a UK-based accounts payable solutions provider, raised a $5 million Series A. OpenFin, an enterprise bank operating platform, raised around $10 million from ING.
Finalis, which claims to be one of the "fastest-growing" tech platforms for dealmakers, announced $10.7 million in seed funding.
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About Finalis
Industries
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Seed
Total Funding
$20.8M
Headquarters
Sausalito, California
Founded
2017
Finalis is Hiring for 0 Jobs on Simplify!
Find jobs on Simplify and start your career today