Finalis
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

31 Mark Ter, Tiburon, California, 94920,...

Website

www.finalis.com

Revenue

$5.7 Million

Industry

Finance Software Securities Trading Financial Software

About Finalis

Headquartered in San Francisco, California, Finalis is a broker-dealer company and a provider of its tech-enabled compliance and customizable deal technology platform.Explore more
Finalis's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Finalis Org Chart

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Amy Pisano, Chief Revenue Officer at Finalis
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Amy Pisano

Chief Revenue Officer

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CS
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Carson Savage

Manager, Customer Success

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Manager, Customer Success

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Manager, Customer Success

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Manager, Customer Success

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Manager, Customer Success & Operations Specia...

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Compare insights from companies similar to Finalis, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Revenue

Number of Employees

Type

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Founded In

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Finalis

$5.7M
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-
2020
Amy Pisano, Chief Revenue Officer at Finalis
Amy PisanoChief Revenue Officer
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Imran MotiwalaCEO
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Kim KantorPresident
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John ShartrandChief Investment Officer
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AL
Albert LuChief Information Security Officer & Director, Technology
Illustration of an envelope

Finalis Tech Stack

A closer look at the technologies used by Finalis

Google Cloud DNS

By

Google
Google Cloud Platform

By

Google
YouTube

By

Google
QuickBooks

By

Intuit
See more technologies

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Frequently Asked Questions Regarding Finalis

What is Finalis's official website?
Finalis's official website is www.finalis.com What is Finalis's Revenue?
Finalis's revenue is $5.7 Million What is Finalis's SIC code?
Finalis's SIC: 62,621 What is Finalis's NAICS code?
Finalis's NAICS: 52,523 How many employees does Finalis have?
Finalis has 51-200 employees What industry does Finalis belong to?
Finalis is in the industry of: Finance, Software, Securities Trading What is Finalis competition?
Finalis top competitors include: AKD Investment Management, Aurora Private Wealth, Broadview Wealth Management, BOK Financial Private Wealth What technology does Finalis use?
Some of the popular technologies that Finalis uses are: Google Cloud DNS, Google Cloud Platform, YouTube, QuickBooks What does Finalis do?

Headquartered in San Francisco, California, Finalis is a broker-dealer company and a provider of its tech-enabled compliance and customizable deal technology platform.... Read More

 What are Finalis social media links?
Finalis Linkedin page Finalis Twitter page Is Finalis a public company?
Finalis is private company therefore does not currently have an official ticker symbol
See more information about Finalis

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