Search company, investor...
Finalis company logo


Founded Year



Seed VC | Alive

Total Raised


Last Raised

$10.7M | 7 mos ago

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

+150 points in the past 30 days

About Finalis

Finalis is a tech-enabled investment banking platform for dealmakers, delivering a one-stop-shop to collaborate, engage and drive results for independent M&A advisories, placement agencies, and boutique investment banks. The company is replacing a fragmented and rigid infrastructure with a unified and customizable white-labeled platform that enables the next generation of dealmakers to win and close more deals. Finalis was formerly known as DealSyte. The company was founded in 2017 and is based in New York, New York.

Headquarters Location

228 Park Ave South Suite 54494

New York, New York, 10003,

United States

Finalis's Product Videos

Compete with Finalis?

Ensure that your company and products are accurately represented on our platform.

Finalis's Products & Differentiators

    Finalis Platform

    Hassle-free deal management platform integrated with experienced compliance officers.

Expert Collections containing Finalis

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Finalis is included in 1 Expert Collection, including Fintech.



7,750 items

US-based companies

Latest Finalis News

Experience the Future of Investment Banking with Finalis

Jan 5, 2023

Share 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. New York,United States - January 4, 2023 /PressCable/ — SAN FRANCISCO and NEW YORK – Jan 4, 2023 – 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. I have met a number of impressive and accomplished dealmakers across various industries and geographies,” said Daniela Messina, Managing Member at Portside Capital Solutions. “Finalis makes it easy and efficient to share deal flow, to connect and collaborate with others on the platform. The Finalis team goes above and beyond to help make thoughtful internal connections and I look forward to using the platform to continue achieving value for years to come.” 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. Through scalable white-glove solutions, Finalis Marketplace opens up significant deal value, giving bankers access to a marketplace that leverages the Finalis affiliate network. About Finalis Finalis is the leading platform enabling securities brokerages to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of securities dealmaking including: M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. Finalis provides superior leverage to securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution, and the Finalis Marketplace, which connects brokers with one another to gain insights and explore deal collaborations. Launched in 2020 and growing rapidly, the San Francisco- and New York-based firm is on a mission to power dealmakers by building the world’s largest securities brokerage platform. The Finalis platform currently handles transactions with more than $16 billion dollars in deal value, supports over 175 boutiques, and has more than 850 active mandates in the market. For more information, please visit Source: Plato Data Intelligence / Amplfi Contact Info:

Finalis Frequently Asked Questions (FAQ)

  • When was Finalis founded?

    Finalis was founded in 2017.

  • Where is Finalis's headquarters?

    Finalis's headquarters is located at 228 Park Ave South, New York.

  • What is Finalis's latest funding round?

    Finalis's latest funding round is Seed VC.

  • How much did Finalis raise?

    Finalis raised a total of $10.81M.

  • Who are the investors of Finalis?

    Investors of Finalis include Ulu Ventures, Chaac Ventures, The Fund, Tribe Capital, ANIMO Ventures and 3 more.

  • Who are Finalis's competitors?

    Competitors of Finalis include GT Securities and 5 more.

  • What products does Finalis offer?

    Finalis's products include Finalis Platform and 1 more.

  • Who are Finalis's customers?

    Customers of Finalis include David Chang.

Compare Finalis to Competitors

BA Securities

BA Securities provides corporate finance and investment banking services. The company is based in Conshohocken, Pennsylvania.

GT Securities

GT Securities is a full service investment bank that raises equity and debt capital, and executes upon acquisition, divestiture, and merger transactions (M&A) for emerging and middle market companies. The company is based in Los Angeles, California.

Burch & Company

Burch & Company offers licensing, managing, and broker dealer consulting services. The company is based in Kansas City, Missouri.

Independent Investment Bankers

Independent Investment Bankers (IIB) is an SEC broker-dealer and FINRA/SIPC member that provides back-office solutions for boutique investment banking firms nationally. It offers a business-friendly noninvasive approach to compliance so investment bankers can operate independently while still meeting the necessary regulatory requirements. It is based in Austin, Texas.

Weild & Co. Logo
Weild & Co.

Weild & Co. is an investment banking firm that provides advisory services for mergers and acquisitions, corporate finance, capital raising, private placements, public securities, and investor relations. It is headquartered in New York.


Stonehaven is a global alternative asset placement agent platform that buys and sells securities such as stocks, bonds, mutual funds, and other investment products. The company is based in New York.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.