Finalis
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
31 Mark Ter, Tiburon, California, 94920,...Website
www.finalis.comRevenue
$5.7 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
4
4
3
3
3
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 Org Chart
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PM
Manager, Customer Success
JG
Manager, Customer Success
CE
Manager, Customer Success
MM
Manager, Customer Success & Operations Specia...
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Revenue
Number of Employees
Type
Funding
Founded In
$21.7M
201-500
Private
-
2011
LC
Luke CaplanFinancial, Retirement Plans, Kelly Benefits Advisory Advisor
<$5M
11-50
Private
-
2015
Company Profile 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
New Hire
Executive Move
Executive Moves, New Hire
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
Finalis News & Media
Senior US market watchdog official exits to join dealmaking fintech Finalis
By Michelle Price WASHINGTON, Aug 13 (Reuters) - Steven Price, senior vice president of market investigations at the U.S.Clark Street Associates and Finalis Launch First-of-Its-Kind Federal Equity Advisory Platform
Clark Street and Finalis launch a first-of-its-kind partnership designed to help companies navigate the U.S. gov’s expanding use of equity investments.Stirlingshire Investments Partners with Finalis: Expanding Opportunities for Financial Professionals Through Innovative Partnership
NEW YORK, Nov. 5, 2025 /PRNewswire/ -- Stirlingshire Investments is thrilled to announce that it has entered into a referral partnership with Finalis, a global leader providing Independent Investment Bankers a platform to operate their business powered by industry leading technology....Experience the Future of Investment Banking with Finalis
Finalis, a rapidly growing investment-banking-as-a-service platform for dealmakers, recently launched its state-of-the-art platform, Finalis Marketplace™. SAN FRANSISCO, CA, UNITED STATES, January 4, 2023 /EINPresswire.com/ -- Finalis, a rapidly growing …
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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
