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Submitted URL: https://circulate.it/r/uOJJY5U1hig1xEi3xgS01kbGCP5QsATllLMk-WwkNNQh-H5n_8D6jW6m-85ceNukAhxnmk_DsuXVpPuLDqJKzWguWl4/n/...
Effective URL: https://www.finalis.com/
Submission: On February 17 via api from US — Scanned from IT
Effective URL: https://www.finalis.com/
Submission: On February 17 via api from US — Scanned from IT
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<h2>Success!</h2>
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Close * WHY FINALIS? * White-Glove Customer Service * A Digital-First Experience * Unrivaled Brokerage Fees * Industry-Leading Speed * A High-Value Financial Community * SOLUTIONS * Affiliate & Comply * Collaborate & Grow * Gain Insights * PRICING * RESOURCES * Blog * Deep Dive Reports * COMPANY * CONTACT * GO TO HUB * WHY FINALIS? * White-Glove Customer Service * A Digital-First Experience * Unrivaled Brokerage Fees * Industry-Leading Speed * A High-Value Financial Community * SOLUTIONS * Affiliate & Comply * Collaborate & Grow * Gain Insights * PRICING * RESOURCES * Blog * Deep Dive Reports * COMPANY * CONTACT * GO TO HUB * WHY FINALIS? * White-Glove Customer Service * A Digital-First Experience * Unrivaled Brokerage Fees * Industry-Leading Speed * A High-Value Financial Community * SOLUTIONS * Affiliate & Comply * Collaborate & Grow * Gain Insights * PRICING * RESOURCES * Blog * Deep Dive Reports * COMPANY * CONTACT * GO TO HUB * WHY FINALIS? * White-Glove Customer Service * A Digital-First Experience * Unrivaled Brokerage Fees * Industry-Leading Speed * A High-Value Financial Community * SOLUTIONS * Affiliate & Comply * Collaborate & Grow * Gain Insights * PRICING * RESOURCES * Blog * Deep Dive Reports * COMPANY * CONTACT * GO TO HUB POWERING DEALMAKERS WE MAKE IT EASIER FOR YOU TO WIN AND CLOSE DEALS. Become an Affiliate A WHITE-LABELED BROKER-DEALER PLATFORM WITH EVERYTHING M&A ADVISORS, INVESTMENT BANKERS, AND PLACEMENT AGENTS NEED TO SUCCEED. FINALIS PROVIDES ALL THE SUPPORT YOU NEED TO GROW: BROKER-DEALER PROVIDING REGULATORY AFFILIATION SOLUTION TECH-ENABLED COMPLIANCE SUPPORT TECH PLATFORM LEVERAGING NETWORK EFFECTS RESEARCH & ANALYTICS SUPPORT DISCOVER OUR DEALMAKERS’ EXPERIENCE The Compliance team couldn’t be nicer and couldn’t be faster – Billy Birdzell, Horatius Group. Our careers are different as a result of the Finalis platform. – Sam Stern, Flat Fee Cim. Finalis provides us with a turnkey, value-added Broker Dealer where service always comes first.” Greg Richardson, Juno Capital Partners Finalis´ compliance team is thorough, and their technology team very helpful in guiding through a user friendly platform – Uplift Partners Finalis is a very engaged partner and we enjoy working with them. We just completed our first year and have signed our second year contract. Finalis looks for ways to partner with us above and beyond the standard broker/dealer partnership. These guys pay out every cent and don’t play games. Finalis is very collaborative with bringing on new business, which I’ve never seen in a compliance department before. I highly recommend them. – John Fang, Two Roads Advisors PreviousNext DISCOVER OUR DEALMAKERS’ EXPERIENCE The Compliance team couldn’t be nicer and couldn’t be faster – Billy Birdzell, Horatius Group. Our careers are different as a result of the Finalis platform. – Sam Stern, Flat Fee Cim. Finalis provides us with a turnkey, value-added Broker Dealer where service always comes first.” Greg Richardson, Juno Capital Partners Finalis´ compliance team is thorough, and their technology team very helpful in guiding through a user friendly platform – Uplift Partners Finalis is a very engaged partner and we enjoy working with them. We just completed our first year and have signed our second year contract. Finalis looks for ways to partner with us above and beyond the standard broker/dealer partnership. These guys pay out every cent and don’t play games. Finalis is very collaborative with bringing on new business, which I’ve never seen in a compliance department before. I highly recommend them. – John Fang, Two Roads Advisors PreviousNext 123456 THESE TOP DEALMAKERS ALREADY TRUST US YOUR WHITE-LABELED BACK OFFICE EVERYTHING YOU NEED, ALL UNDER ONE ROOF. AFFILIATE & COMPLY • Seamless regulatory affiliation & exam sponsorship process. • Tech-enabled compliance solutions with same-day turnaround. Explore COLLABORATE & GROW • Your virtual back office with compliance reporting and virtual data rooms built in. • Unlock new deal flow and collaboration opportunities. Explore GAIN INSIGHTS • Tailored research and financial support for your deals. • Your responsive analytics research solution. Explore YOUR CUSTOMIZED “POWERED BY FINALIS” EXPERIENCE Your white-labeled back office that helps you focus on winning and closing more deals. WE HELP YOU UNLOCK REVENUE PLUG-AND-PLAY IBANKING INFRASTRUCTURE THAT GIVES YOU CONFIDENCE AND UNLOCKS REVENUE OPPORTUNITIES. THE FINALIS PLATFORM LETS YOU MANAGE MULTIPLE DEALS WITH THE ASSURANCE THAT YOUR COMPLIANCE NEEDS ARE COVERED. OUR PRODUCTIVITY HUB IS MORE THAN JUST A DATAROOM. FIND POTENTIAL DEAL FLOW AND COLLABORATION PARTNERS THROUGH OUR “MANDATE MARKETPLACE™” (COMING SOON). * One-stop-shopInteract with Compliance and your Deals, all in one place * Customized access for your VDRMaintain control of your VDR down to the file level ENABLE YOUR BUSINESS TO SCALE NOW OUR TEAM WILL CONTACT YOU. First Name* Last Name* Email* Phone Number LinkedIn Profile URL Do you have a FINRA CRD#?* * Yes * No * Follow * Follow SUCCESS! Email Contact SOLUTIONS Affiliate & Comply Collaborate & Grow Gain Insights PRICING COMPANY LEGAL Platform Disclaimers Terms of Service Privacy Policy Regulatory Disclaimers Business Continuity Planning Form CRS This site is operated by Finalis, Inc. (“Finalis”), which is not a registered broker-dealer. Finalis does not give investment advice, endorsement, analysis or recommendations with respect to any securities. Neither Finalis nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind related to the adequacy, accuracy or completeness of any information on this site or the use of information on this site. By accessing this site and any pages thereof, you agree to be bound by the Terms of Service and Privacy Policy. Certain services so designated are offered by Finalis Securities LLC, Member FINRA / SIPC and an affiliate of Finalis, located at Chicago, IL. Finalis Securities LLC does not make investment recommendations and no communication, through this website or in any other medium, should be construed as a recommendation for any security.