Finalis is a comprehensive investment banking platform that facilitates legal and compliant operations for securities brokers. The firm provides a white-labeled regulatory affiliation and compliance back-office solution, supporting a variety of private market dealmaking activities such as mergers and acquisitions, capital raising, private placements, and alternative investments. Launched in 2020, Finalis aims to streamline processes for investment professionals by offering a hassle-free deal management solution and a marketplace that fosters collaboration and insights among brokers. Operating as a fully remote company, Finalis embraces a distributed workforce across various time zones to enhance flexibility and teamwork. The company's core values emphasize trust, proactive engagement, accountability, and a commitment to learning, creating an inclusive work environment where diverse perspectives are welcomed and encouraged.