Finalis operates a cloud-based, AI-supported platform designed for dealmakers in private capital markets. The platform provides regulatory affiliation and compliance tools, deal networking capabilities, and AI-powered workflow automation, aimed at helping users close transactions more efficiently. The company's core technical domains include artificial intelligence, cloud computing, and workflow automation.
The firm's scale is indicated by its reported total closed transaction volume of $22.5 billion. It is ranked among the top 15 investment banks in the United States. Its industry verticals span investment banking, private equity, mergers and acquisitions, and broader private capital markets.
Finalis has a global team with a presence across the United States, Latin America, Europe, and Asia. The company states it is built on a foundation of trust and innovation.
