Full-Time

Senior Software Engineer

Finalis

Finalis

51-200 employees

Investment banking deal management platform

No salary listed

Remote in USA

Remote

Category
Software Engineering (1)
Required Skills
Kubernetes
Rust
Microsoft Azure
Python
NoSQL
Node.js
SQL
Java
GraphQL
Docker
Microservices
AWS
Go
REST APIs
Google Cloud Platform
Requirements
  • 5+ years of professional software engineering experience, ideally in a fast-paced startup environment.
Responsibilities
  • Design, build, and maintain scalable backend services and APIs for our compliance, data, and payment products.
Desired Qualifications
  • Experience in fintech, investment banking, or compliance-driven software systems.
  • Familiarity with financial infrastructure (payments, reconciliation, accounting systems, or transaction processing).
  • Knowledge of cloud platforms (AWS, GCP, or Azure)
  • Experience with security best practices, authentication/authorization systems, and data privacy regulations.
  • Track record of mentoring engineers and influencing architectural direction at scale.

Preparing a concise company summary based on the provided description.

Company Size

51-200

Company Stage

Seed

Total Funding

$21.4M

Headquarters

Sausalito, California

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Serves 870+ dealmakers closing $22B+ transactions via rapid platform growth.
  • ShareVault partnership grants 20% VDR discounts for middle-market banks.
  • PitchBook deal boosts sourcing with institutional data rates for members.

What critics are saying

  • PitchBook integration lets members bypass Finalis for direct cheaper access.
  • DealCloud steals users with 40% faster AI CRM in 12-24 months.
  • No funding since 2022 seed forces 20-30% headcount cuts by 2028.

What makes Finalis unique

  • Finalis Marketplace enables anonymous real-time deal sourcing for boutique banks.
  • AI-powered workflows integrate compliance and back-office for solo bankers.
  • Full-stack OS combines regulatory infrastructure with vetted dealmaker network.

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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

Headcount

6 month growth

-2%

1 year growth

2%

2 year growth

4%
Environmental Impact Screening Committee
Nov 14th, 2025
ShareVault Partners with Finalis to Modernize Deal Execution for Middle-Market Banks

ShareVault partners with Finalis to modernize deal execution for middle-market banks. Partnership unlocks secure VDR access with 20% referral discounts, enabling boutique banks to compete on an institutional scale. LOS GATOS, Calif., November 13, 2025 - (BUSINESS WIRE) - ShareVault, the modern platform built for high-stakes transactions, announced it has joined the Finalis Member Advantage Program, partnering with Finalis, a cloud-native platform-as-a-service (PaaS) provider powering investment banks, to deliver advanced deal workflow tools to middle-market investment banks, M&A professionals and placement agents. Through this collaboration, Finalis-referral firms gain access to ShareVault's secure virtual data room (VDR) solution at a 20% referral discount, equipping them with enterprise-grade security, AI-driven efficiencies, and a modern user experience optimized for faster, more confident deal execution. "Investment bankers rely on trusted partners to manage every stage of the deal process. By joining forces with Finalis, we're strengthening the ecosystem that supports them - combining our secure document-sharing expertise with Finalis' deep compliance and brokerage infrastructure to help dealmakers move faster, smarter, and with greater confidence," said Steven Monterroso, CEO of ShareVault. Finalis serves more than 400 investment banks and supports over $226 billion in active transaction volume through its marketplace of boutique and independent firms. Now, its members will benefit from an integrated deal-tech stack that unites regulatory infrastructure, deal sourcing, and document workflow, delivered through ShareVault's modern interface and audit-grade controls. "Finalis and ShareVault share a common goal: to empower investment bankers with modern tools that streamline every stage of the deal process. This partnership strengthens our collective ability to support the independent banker community with best-in-class solutions across compliance, diligence, and deal execution," said Nicanor Draghi, Capital Markets Director, Finalis. About Finalis Finalis is the fastest-growing investment banking platform in the U.S., supporting dealmakers with a modern, AI-enabled solution to close transactions faster and with confidence. By streamlining compliance and back-office operations, Finalis empowers investment bankers, placement agents, and M&A advisors to focus on what matters most: getting deals done. With over $23B in aggregate deal volume and a global team spanning the U.S., Latin America, Europe, and Asia, Finalis is transforming how the private capital markets operate.

Fuld & Company
Mar 4th, 2024
Fuld partners with Finalis to support boutique Investment Banks

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.

ACN Newswire
Jan 4th, 2023
Experience The Future Of Investment Banking With Finalis

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

USA Online Network
Jan 4th, 2023
Experience the Future of Investment Banking with Finalis

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.

FinTech Forum
Jul 14th, 2022
ING Group invests into Xelix in $10M

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.