Finalis
PrivateLast Round
Seed
Jul 6, 2022
Total Funding Raised
$10.7M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Finalis is a financial technology company that provides a comprehensive, AI-powered dealmaking platform and regulatory affiliation services for investment bankers, M&A advisors, and placement agents.
Sector
FinTech
Verticals
Compliance & Risk, RegTech, Investment Platforms, Platform-as-a-Service
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finalis Comparables
Compare Finalis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Stonehaven | 83% | |
| Independent Investment Bankers Corp. | 82% | |
| GT Securities, Inc. | 78% | |
Finalis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jul 6, 2022 |
Key People
Founding team and executive leadership
Finalis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ANIMO Ventures | Seed |
| Gaingels | Seed |
| Everywhere Ventures | Seed |
| Chaac Ventures | Seed |
| Tribe Capital | Seed |
| Ulu Ventures | Seed |
| The Fund | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 25, 2026
Added Monetavista as a customer
- Jan 3, 2026
Platform now serves over 600 member firms.
Finalis Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Finalis's valuation, stock price, and market status.