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,...

Revenue

$5.7 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 3
Signal Type
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ZI Rank
2
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3

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 MediaPopular SearchesFINALIS IncFinalisFinalist CorpSIC 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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Chief Revenue Officer

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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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Manager, Customer Success

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Customer Success Manager

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Manager, Customer Success

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Compare Similar Companies to Finalis

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finalis

$5.7M
51-200
Private
-
2020
Amy Pisano, Chief Revenue Officer at Finalis
Amy PisanoChief Revenue Officer
$21.7M
201-500
Private
-
2011
RS
Ron SantoVice President and Director of Client Service and Consulting
$15.9M
51-200
Private
-
1993
RG
Rebecca GodfreyVice President- Trust
$5.8M
11-50
Private
-
1983
Louis Albenga, Chief Operating Officer & Chief Compliance Officer at Ciccarelli Advisory Services
Louis AlbengaChief Operating Officer & Chief Compliance Officer
<$5M
51-200
Private
-
-
JS
John ShartrandChief Investment Officer
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Finalis is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Finalis is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Finalis.

Finalis Tech Stack

A closer look at the technologies used by Finalis

Most Recent Scoops

Hiring Plans
Finalis has more open roles in Legal than it has had at any time in the past 6 months.
Hiring Plans
Open Position
Open Position
Open Position
Hiring Plans
Hiring Plans
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Top Finance Companies

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, Cloudflare CDN, Google Cloud Platform, HubSpot
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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