Finalis Inc.

About Finalis Inc.

Finalis operates a FINRA-registered broker-dealer platform that lets private-market intermediaries and companies manage capital-raising workflows. The cloud-based workspace combines deal tracking, investor matching, compliance checks, and electronic document sharing so issuers, placement agents, and investment banks can structure, market, and close private placements, secondary trades, and M&A transactions from one interface. The firm serves as a technology-enabled broker-dealer, offering back-office clearing and regulatory oversight while users retain their client relationships and branding.